Personal folders: Manage your documents without giving access to anyone else
Shared folders: Share documents and templates with your team members
Encrypted folder: Securely store your sensitive documents in a password-protected folder
Smart folders: Automatically sort documents based on their tags
How to manage your folders
To view your custom folders, go to My Docs > Documents in the header menu. You can conveniently sort files by Type, People, Activity, and Tags.
Create a new folder by clicking Add new > Create folder in the left-hand menu. Enter the name of your new folder, decide who can access it (make the folder personal or shared), and click Create.
To create a subfolder, click "..." next to a parent folder and select Create subfolder.
Move documents to specific folders by clicking "..." next to a file and selecting More > Move to Folder. Or simply drag and drop a file in the desired folder.
To enable shared access, click "..." next to a folder and select Share folder. Then, specify the contacts with whom you will share access and give necessary permissions.
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