Creating a folder

In this article, you will learn how to quickly create a folder to save your documents.

There a two ways to create a folder. 

1. From your folders dashboard :

  • Head to the Folders section of your account : 

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  • Click on the Create folder button

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  • From the pop-up window, you can then name your folder, decide where to place it, and add notes for your teammates 

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2. When saving a document: 

When doing a search and encountering a document you would like to save in a new folder, you can do so directly from the document itself. 

 

  • In the result panel, click on the document of interest. It will open the document in the far right panel, and a set of icons will appear. 
  • Click on the folders icon to save the selected document to a folder

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  • From the pop-up, you can add the document to an existing folder, or click on + Create a new folder  

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  • A new pop-up window will appear, where you'll be able to add your selection to a new folder 

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  • You will then find your newly created folder in your Folders dashboard.