Organize your documents

Folders

Folders let you group documents inside the Documents page. Each document belongs to one folder at a time, and the root folder is the top level of your workspace.

Create a folder

1. Open your workspace documents.
2. Choose Create folder from the toolbar.
3. Enter a clear name (no slashes) and confirm.

The folder is created inside your current location, so you can build a structure step by step.

Move documents and folders

You can reorganize without reimporting anything:

• Drag and drop documents or folders into another folder or into the breadcrumb path.
• Use the Move action if you prefer a destination list.

Rename a folder

1. Use the folder actions menu and select Rename.
2. Enter the new name and confirm.

Renaming updates every document and subfolder inside it, so links stay organized.

Navigate with breadcrumbs

The breadcrumb bar shows where you are and lets you jump back up the tree. You can also drop items on a breadcrumb to move them quickly.

Tags

Tags are labels you can add to documents to connect related items across different folders. A document can have many tags, and a tag can cover many documents.

Apply tags to multiple documents

1. Select one or more documents in the list.
2. Choose Edit tags in the toolbar.
3. Click existing tags to apply or remove them.
4. Save to update every selected document at once.

Create a new tag

From the tag editor:

1. Select Create New Tag.
2. Enter a name, choose a color, and optionally add a short description.
3. Save, then apply it to the selected documents.

Keep tags consistent

Use a short list of clear tags that your team recognizes. Consistency makes filters and quick scans more reliable.

Organization best practices

Use folders for broad structure and tags for cross-cutting themes. This keeps navigation simple while still letting you filter quickly.

Recommended habits

• Keep folder depth shallow (2–3 levels) so people can scan quickly.
• Use the root as a simple inbox, then move items into folders once you know where they belong.
• Create tags for status or topics that can live across multiple folders (for example, “Contract” or “To review”).
• Apply tags in bulk after selecting several documents to save time.
• Review your structure regularly and merge similar tags when they start to overlap.

Learn more

Import documents in bulk

Use automatic document classification

Common mistakes

• Using slashes in folder names: use simple names without / or \.
• Over-nesting folders: if you need more than a few levels, switch to tags.
• Forgetting to save tag changes: changes only apply after you click Save.
• Mixing folders and tags for the same job: use folders for location, tags for themes.
• Keeping everything in root: move completed work into folders to keep the top level clean.