Manage Folders

Learn to organize your sifted documents in different folders.

Lisa Treanor avatar
Written by Lisa Treanor
Updated over a week ago

From the Documents page, you can easily manage and organize your files through customized folders.

Create a Folder 

  • Click ➕next to the Folders header in the left panel 

  • Name the folder and confirm by clicking Go

  • Folders are sorted alphabetically in the left panel

📝Two folders cannot have the same name

Delete or Rename a Folder

  • Click the down arrow to the right of the folder name

  • Select RENAME or DELETE

Access our video walkthrough below:

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