Folders

To keep your workspace super-organised and structured so all documents are easy to find, you can create folders and subfolders in the specific document archive of a Workspace. 

All documents When you open a workspace, you’ll see all its documents, whether they’re in a folder or not.   Main folder / Root folder The first folder you’ll see in a workspace is the main folder (or root folder). It has the same name as the workspace and contains all documents that aren’t in any other folder. This folder is created automatically by the system when the workspace is set up.

How to create folders

1. Select a workspace > Go to Documents.
2. Click on the folder icon or + Add folder to create your first folder.

How to create subfolders

1. Go to Documents > Find the folder you wish to add a subfolder.
2. Click on the action menu next to the folder >  Add subfolder > Enter a name.
3. To add another subfolder to an existing subfolder, click on the action menu > Add subfolder.

Move documents to folders and subfolders

If you already have documents in the Workspace, this is how you move them in to a folder.

You can choose how many document you wish to move.

1. Go to Documents > Find a document you want to move.
2. Tick the checkbox of the document(s) you want to move > Click on the Move icon.
3. Select the folder/subfolder you want to move the document to > Move.

Connect a folder to a template

Do you want documents that are created from a specific template to end up in a specific folder? No problem!

Go to Templates > select a template you want to connect with a folder.

1. Go to settings > Open General > Click on + Select folder.
2. Select a folder you wish your documents should be saved when created.

🔗 Click here to read more about the roles and permissions.