Using Folders to Organize Your Notes

Creating a Folder

1. Go to the "Documents" page from the sidebar.
2. Click the "New Folder" button in the top toolbar.
3. Enter a name for the folder.

If you're already inside another folder, the new folder is created as a subfolder of the current one.

Navigating Folders

Click a folder to open it. Breadcrumbs appear at the top of the page showing your current location (for example, Documents > Projects > 2024). Click any breadcrumb to jump back to that level.

Renaming a Folder

Open the folder, then click "Edit" to change its name.

Nesting Folders

Create folders inside other folders to build a hierarchy. You can also drag a folder onto another folder to nest it. See Managing Documents in the Explorer for details on drag and drop.

Moving and Deleting Folders

• Moving - select a folder using the checkmark badge, then use the "Move" action in the bulk toolbar to choose a destination.
• Move to Trash - send a folder to Trash from the item menu or bulk toolbar. The folder and its contents can be restored within 30 days.

Folders are also useful as destinations for uploads and Document Requests, because requests can route fulfilled files into a specific folder automatically.

FAQ

Is there a folder depth limit?

No. You can nest folders as deep as you need.

What happens to documents when I delete a folder?

Documents inside the folder move to Trash together with the folder. Restore the folder from Trash if you need it back.

Can I move multiple folders at once?

Yes. Select them with the checkmark badges and use the bulk "Move" action in the toolbar.