Organize your Documents and Templates Using Folders

Create a New Folder

1. Using the left navigation folder, navigate to:

   • Documents, or

   • Templates

2. In the secondary side menu, click on + New Folder.

   

   
   

3. In the New Folder window, enter a name for the folder.

   

   
   

4. Click OK to create the folder.

Once done, your new folder will appear:

• Under your Home Folder on the Documents page, or

• Below the + New Folder button in the Templates section

Add a Documents/Templates to a Folder

1. Locate/search for the document or template you wish to move.

2. Click the vertical elipses (︙) icon at the end of the documents row.

3. Select Move to Folder.

   

   
   

4. In the pop-up window, use the dropdown to select which folder you wish to move the folder to.

   

How to Rename or Delete a Folder

1. Hover or select the folder you wish to rename or delete

2. Click on the edit icon that appears to the right of the folder name

3. Select Rename or Delete from the dropdown menu