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Organizing Documents with Folders

Learn how to create folders in the Documents tab to organize the Pages and Files on a Project.

The Documents tab is where a Project's Pages and file uploads live together. Folders let you group them however the job calls for, so the documents you reach for most stay easy to find.


On the web

Creating a folder

  1. Open your Project, then click the Documents Tab.

  2. Click + Create, then select New Folder.

  3. Name the folder, then click Create Folder.

Moving a Document to a folder

To move a Document into a folder, click on the 3 Dots Icon and choose Move to Folder.


In the app

Creating a folder

  1. Open your Project, then tap the Documents Tab.

  2. Tap +, then select Add Folder.

  3. Name the folder, then tap Create Folder.

Moving a Document to a folder

To move a Document into a folder, tap on the 3 Dots Icon next to the Document and choose Move to Folder.


FAQs

Where did my Pages, Files, and Reports go?

Your Pages, Files, and Reports now live together in the Documents Tab on the Project. Folders let you sort them from there.

Can I move a document into a folder after I've added it?

Documents can be moved into a folder at any time, not just when you create them.

Can I put a folder inside another folder?

Folders can't be nested inside other folders at this time.

What happens to the documents in a folder if I delete it?

Deleting a folder also deletes all the documents inside it, so move anything you want to keep before you delete it.

Will Collaborators see the folders I create?

Collaborators won't see your folders, since they don't have access to your documents.


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