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

  1. Go to Documents in the navigation.
  2. Tap + New Folder (or the folder icon).
  3. Enter a folder name.
  4. Tap Create.

Moving Documents into Folders

  1. In your document list, tap the ... (more options) menu on the document you want to move.
  2. Select Move to Folder.
  3. 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

  1. Go to Documents.
  2. Tap on any folder to open it and see its contents.
  3. Use the Back button or breadcrumb trail to return to the main document library.

Renaming a Folder

  1. In the Documents view, tap the ... menu on the folder.
  2. Select Rename.
  3. Enter the new name and confirm.

Deleting a Folder

  1. Tap the ... menu on the folder.
  2. Select Delete.
  3. 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.

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