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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 week 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.
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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