Organize documents with folders
Folders let you group documents by purpose, stage, or type so information stays easy to find. Create folders early to establish structure, then add documents to the appropriate folder as they are generated or uploaded.
Add a folder
Open the Documents section within a file.
Select Create Folder.
Enter a folder name and save.
The folder is immediately available for organizing documents.
Maintain organization over time
As a file evolves, document organization should evolve with it. Folder names and structure can be adjusted as requirements change, and documents can be moved between folders to reflect the current state of the file. Using folders to separate workflow stages and group related materials reduces clutter and keeps documents clear and accessible throughout the lifecycle of the file.
Conclusion
Well-organized documents make it easier to generate forms, share materials, and audit activity. Contact [email protected] if you need help.
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