What Are Folders?
Folders let you organize documents by project, client, or topic. You can create subfolders for a hierarchical structure and share entire folders at once.
Creating Folders
Go to Documents
Click Documents in the sidebar.
Create a New Folder
Click the New Folder button at the top and enter a folder name.
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
Subfolders
Create subfolders within a folder to further categorize your documents.
Enter the Parent Folder
Click the parent folder where you want to create a subfolder.
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.
Moving Documents and Folders
You can move documents or folders to a different location.
Moving Individual Items
Select Move from the document or folder’s more menu (…) and choose the destination folder.
Moving Multiple Items at Once
You can move multiple documents or folders at the same time.
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.
Execute Bulk Move
When items are selected, a bulk action bar appears at the top. Click the Move button.
Select the Destination Folder
Choose the destination folder and confirm.
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.
Inviting Team Members to Folders
You can invite team members to a folder to grant them access. Select Invite to Folder from the folder’s more menu to search and invite members within your space.
Folder invitations are limited to members within your space. For external users, use individual document share links.
Bookmarking Folders
Bookmark frequently used folders for quick access from the sidebar.
Add Bookmark
Select Bookmark from the folder’s more menu.
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.
Deleting Folders
Select the Folder to Delete
Select Delete from the folder’s more menu.
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.
