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What Are Folders?

Folders let you organize documents by project, client, or topic. You can create subfolders for a hierarchical structure and invite team members at the folder level.
Document List

Manage folders and documents in the Documents view

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Creating Folders

Create menu

Start folder and document creation from the + Create menu

1

Go to Documents

Click Documents in the sidebar.
2

Create a New Folder

Click the + Create button at the top right, select New Folder, and enter a folder name.
3

Verify the Folder

The newly created folder will appear in the document list. Click the folder to navigate inside.
Use clear, descriptive folder names that all team members can understand. For example: 2024 Q1 Sales Materials, Client A Proposals
Folder inside view

Click a folder to view the documents inside

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Subfolders

Create subfolders within a folder to further categorize your documents.
1

Enter the Parent Folder

Click the parent folder where you want to create a subfolder.
2

Create a Subfolder

Click the New Folder button at the top and enter a name.
Deeply nested folder structures can become difficult to navigate. We recommend keeping the hierarchy to 2-3 levels.

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Moving Documents and Folders

You can move documents or folders to a different location.

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Moving Individual Items

Select Move from the document or folder’s more menu (…) and choose the destination folder.
Folder more menu

Use the more menu on a folder or document to move, invite, or bookmark it

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Moving Multiple Items at Once

You can move multiple documents or folders at the same time.
Move dialog

Choose the destination folder in the move dialog

1

Select Items

Hover over a document or folder and a checkbox will appear on the left. Check the items you want to move. You can select a mix of documents and folders.
2

Execute Bulk Move

When items are selected, a bulk action bar appears at the top. Click the Move button.
3

Select the Destination Folder

The move dialog opens at the parent folder of the selected items. Click My Documents in the breadcrumb at the top to go to the root level. Navigate into the target folder, then click the Move to current location button.
The folder being moved and any selected folders are shown grayed out in the destination list. Moving a folder into itself is not allowed.
Folder access permissions follow the parent folder’s permissions. When you move a document or folder to another folder, the permissions from the original folder are removed and the new folder’s permissions apply. Review the impact of permission changes before moving.

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Inviting Team Members to Folders

You can invite team members to a folder to grant them access. Select the Invite button on the folder row to search and invite members within your space.
Folder invitation dialog

Set members and permissions in the folder invitation dialog

Folder invitations are limited to members within your space. For external users, use individual document share links.

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Bookmarking Folders

Bookmark frequently used folders for quick access from the sidebar.
1

Add Bookmark

Select Bookmark from the folder’s more menu.
2

Access from Sidebar

Bookmarked folders appear in the sidebar’s bookmark section. Click to navigate directly to the folder.
Bookmarking your active project folders makes it easy to access them quickly.

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Deleting Folders

1

Select the Folder to Delete

Select Delete from the folder’s more menu.
2

Confirm Deletion

Approve the deletion in the confirmation dialog.
Deleting a folder will also delete all subfolders and documents within it. Deleted items cannot be recovered, so please proceed with caution.