Use folders to keep your documents better organized
Folders help you keep documents structured, make searching easier, and support collaboration with your team.
Folders are available only in the Business Pro and Enterprise plans.
How do I create a new folder?
- Go to the Documents page,
- Click the + icon next to the list of folders.
- Enter the folder name,
- Add users,
- Select their corresponding permissions,
- Click Save.
For users added to a folder, you can assign one of the following three permissions:
- Add Own – The user can add, view, and manage only their own documents within this folder. They will not have access to documents created by other team members in this folder;
- View All – The user can view all documents in the folder but cannot add or manage them;
- Manage – The user can add, view, and manage the folder and all documents within it.
Placing a Document in a Folder During Creation
When creating a new document, or saving a template or form:
- Select the desired folder from the menu,
- The document will automatically be placed in that folder.
Adding team members to a folder during its creation is
not required for sharing with your team.
Users in your team will have access to the folder based on their general permissions:
- Admin – Can create and delete the folder and its documents. Can also rename the folder and add/remove users;
- Manager – Can see newly created folders and create/manage documents within them, including creating, deleting, or moving documents between folders;
- User – Cannot see new folders, and documents will not be included in these folders for them.
Moving an Existing Document to a Folder
Users with the appropriate permissions can move documents from one folder to another, including from the main folder:
- Select the documents you want to move,
- Click the folder button,
- Choose the desired folder to move the documents to.
Moving a Document to Another Team’s Folder
If you have access to more than one team, you can move a document to another team’s folder:
- Select the documents you want to move,
- Click the team button
- Select the team and then the folder within the chosen team,
- If you want the document to remain in both teams, check "Create a copy",
- Click the Move button.
What is the "Main Folder"?
Main Folder: Every team has a static "Main" folder where all team documents are automatically stored. This folder cannot be deleted.