Organize Content with Folders

Keep your workspace tidy and share the right documents with the right people.

In this article

• Why Use Folders?

• Create a New Folder

• Manage Folder Access and Rename Folders

• Move Documents into Folders

Why Use Folders?

Folders help you:

• Group documents by project, client, or workflow.

• Keep your document list manageable.

• Share documents only with the team members who need them.

They’re especially useful when you're collaborating across departments or managing multiple clients—giving everyone access to just the right content without clutter.

Create a New Folder

In the left sidebar, click + New Folder under Your folders.

Give your folder a name when prompted. Folders will appear under your personal folder list so you can quickly access them later.

Manage Folder Access and Rename Folders

After a folder is created:

1. In the left sidebar, hover over the folder name.

2. Click the three dots next to the folder.

3. From the dropdown, you can:

   • Rename the folder.

   • Manage access to control who on your team can view the folder and its contents. The folder owner can add and remove access from users at any time. 

Move Documents into Folders

From the Documents dashboard:

1. Find the document you want to move.

2. Under the Folder column, click the cell that says + Folder or shows the current folder name.

3. Select a folder from the dropdown list or create a new one.