Managing documents in Estateably is centered around creating and maintaining folders that keep files organized as work progresses.
Organize documents with folders
Folders allow you to group documents by purpose, stage, or type so information stays easy to find over time. Create folders early to establish structure, then continue adding documents to the appropriate folder as they are generated or uploaded.
Add a folder
Use folders to create structure before uploading or generating documents.
Open the Documents section within a file
Select Create Folder
Enter a folder name and save
The folder will be available immediately 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 helps reduce clutter and keeps documents clear, accessible, and manageable throughout the lifecycle of the file.