Organizing with Folders
Folders help you keep your document library organized. You can group documents by project, client, content type, or any structure that fits your workflow.
Creating a Folder
- Go to Documents in the navigation.
- Tap + New Folder (or the folder icon).
- Enter a folder name.
- Tap Create.
Moving Documents into Folders
- In your document list, tap the ... (more options) menu on the document you want to move.
- Select Move to Folder.
- Choose the destination folder.
Alternatively, you can open a document and use the folder selector from within the document's settings menu.
Viewing Documents in a Folder
- Go to Documents.
- Tap on any folder to open it and see its contents.
- Use the Back button or breadcrumb trail to return to the main document library.
Renaming a Folder
- In the Documents view, tap the ... menu on the folder.
- Select Rename.
- Enter the new name and confirm.
Deleting a Folder
- Tap the ... menu on the folder.
- Select Delete.
- Confirm the deletion.
Note: Deleting a folder does not delete the documents inside it. Documents are moved back to the root of your library.
Archives
If you want to remove a document from your active library without deleting it, you can Archive it. Archived documents are stored separately and can be restored at any time. See Archiving & Restoring Documents.