Organise Documents in Folders

A tidy Documents area means nobody has to ask where the latest contract lives. Set up folders once, file documents as they come in and pull in anything you already keep in cloud storage.

Set up your folders

1. Create a folder

   Open Documents and create a folder. Give it a name your team will recognise, such as Contracts, Policies or Suppliers.

2. Make it easy to spot

   Choose an icon and a colour for the folder so the important ones stand out in the folder tree.

3. Add folders inside folders

   Open a folder and create another one inside it, for example a folder per client inside Contracts. Keep it to two or three levels so things stay easy to find.

Move things around

Drag a document onto a folder in the tree to move it there. You can drag a whole folder onto another folder too, and everything inside it moves with it.

Switch between the list and grid views to see documents the way that suits you.

Bring in files from cloud storage

1. Connect your storage

   An administrator connects OneDrive, Google Drive or SharePoint under integrations. Once it is connected, it appears under Cloud Storage in the Documents sidebar.

2. Browse and pick a file

   Open your cloud storage in the sidebar and choose the file you want. Documents works with PDF and Word files.

3. Import it

   Choose Import to Documents. A copy is saved into Documents so you can view it, share it and send it for signature. The original in your cloud storage is not changed, and if you decline, nothing is copied.

To share or sign what you have filed, see Store, Share and Sign Documents. For more, see document management.