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Managing Uploads with Folders

Organize and manage your uploads, and create searches using upload folders

John OHara avatar
Written by John OHara
Updated over a year ago

Upload Folders are useful for organizing uploads into logical sets to make searching and reviewing documents even more efficient.

Creating a New Upload Folder

  1. On the uploads tab, click "+ Create a new..."

  2. Select "Folder" from the drop-down menu

  3. Give your folder a name and click "Create Folder" to save it

Moving Uploads Into Folders

Click the three-dot kebab on the upload card for the upload you'd like to move.

Select "Move Upload" from the drop-down menu and select which folder the upload should go into and click the "Move" button.
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The upload will automatically move into the folder you selected. You can easily move it out of the folder later if this was a mistake.

Searching and Reviewing Folder Contents

Easily search and review the documents contained in an upload folder by clicking the three-dot kebab on the upload folder and selecting "Search".

Deleting Upload Folders

You can delete a folder by clicking on the trash-can icon of the folder. Deleting folders does NOT delete the uploads in the folder. If you delete a folder that contains uploads, the uploads within the deleted folder will move to the top-level uploads tab.

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