How to file documents in folders
Create folders on the Documents list, move documents into them by dragging or from the row menu, and rename or delete a folder.
Folders keep the Work › Documents list short. Fairgreen Golf Co. files its returns policy and fabric care guide under Policies, and every shoot brief under Shoot briefs.
Start at What are documents? for what documents are.
Before you start
Folders use the same permission rows on Settings › Permissions as documents do:
- Create documents lets you make a folder. Members have it by default.
- Edit documents lets you move documents and rename a folder. Members have it by default.
- Delete documents lets you delete a folder. Leads have it by default.
How do you create a folder?
- Go to Work › Documents.
- Press New folder, beside New document at the top of the list.
- Type a name of up to 100 characters.
- Press Create folder.
The folder appears as a card above the list, in name order with your other folders. New folder lives on the main list, so every folder sits side by side there.
How do you move a document into a folder?
Drag its row onto the folder card. The card highlights while you hold the document over it, and a message confirms the move when you let go.
Or hover the row, open its ⋯ menu and choose Move to, then pick the folder. This works inside a folder as well, so use it to move a document from one folder straight to another.
How do you take a document back out?
Open the folder, hover the document's row, open its ⋯ menu and choose Move to, then No folder. The document goes back to the main list.
How do you start a document inside a folder?
Open the folder and press New document. The new document is filed in that folder from the start, so there is nothing to move afterwards. Writing it is covered in How to create and format a document.
How do you rename or delete a folder?
Hover the folder card on Work › Documents and open its ⋯ menu.
- Rename opens the name box with the current name filled in. Change it and press Rename.
- Delete asks you to confirm first. The documents inside move back to the main list, and when the folder holds any, the confirmation says how many will move.
Deleting a folder keeps every document in it. To delete the documents themselves, see How to create and format a document.
Who sees my folders?
Everyone in your workspace. Folders are shared, like the documents inside them, so a folder you make shows on everyone's Documents list.
Name folders for what is in them, such as Policies, Shoot briefs or Supplier notes, so the whole team files things the same way. Finding a document again is covered in How to find a document and link it to your work.