Managing folders
Folders help you organise documents in My Space. Create them for clients, projects, or any grouping that makes sense for how you work.
Creating a folder
- Go to My Space in the left sidebar
- Click New folder
- Enter a name and click Create
Moving files into folders
Drag and drop files from the main My Space view into any folder. Or click the overflow menu on a file (three dots) and select Move to folder.
Renaming and deleting folders
Click the overflow menu on a folder to rename or delete it. Deleting a folder moves the files inside back to the root of My Space — files are not deleted when a folder is deleted.
Tips for organisation
- Name folders after clients, projects, or time periods ("Q1 2026 Agreements")
- Create a "Frequently Shared" folder for documents you send to contacts often
- Archive old folders by moving them into a parent "Archive" folder