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Organize and manage your document folders 📂

Easily group your documents (with and/or without signature) into dedicated folders.

Elliot Boucher avatar
Written by Elliot Boucher
Updated this week

In this article intended for administrators, you will find:

✏️ Written guide ✏️


✏️ Written guide ✏️

1️⃣ Create a folder

Have you sent individual files and now want to group them? Nothing could be easier! 🤗 There are many ways to group your documents into a folder.

From the creation button

From the documents page, you can:

  1. Create a folder

  2. Rename it to find it quickly

  3. (Optional) Directly add the sent documents you want in this folder

By selecting your documents

From the documents page, you can:

  1. Select the documents to group. An action bar appears on your right.

  2. Click on "Create a folder".

  3. You can set the name of your folder. Otherwise, a default name will be added.

Note : The documents previously selected are already set for addition. You can add more if necessary. 😉


2️⃣ Add documents to a folder

Your folder already exists but you have sent other simple/grouped files? Use the move function to group everything into the same place! 🤗

By selecting a folder

  1. Select a folder

  2. In the action menu, click on "Add a document"

  3. Select your documents to add, and validate.

By selecting documents

  1. Select the documents to move.

  2. In the action menu, click on "Move"

  3. Select the folder where you want to move your files.

Note : You can also select documents already in a folder. This action will remove them from the original folder and add them to the target folder. 😉


3️⃣ Extract documents from a folder

Some documents don't belong in a folder? Remove them from where they are!

  1. Select one or more documents to extract.

  2. From the action menu, click on "Extract from folder"

Note : You can also select a folder and extract all documents contained in it. This action will empty the folder and return the documents to the "root", but it will not delete the original folder.


4️⃣ Delete a folder and its documents

Some documents and/or folders are no longer needed? Delete them! 🤗

⚠️ The deletion action is irreversible and will result in the permanent loss of documents contained in the folder.

  1. Select one or more folder(s)

  2. Click on "Delete"

  3. A confirmation message appears, click on "Yes".

Now, the selected folder(s) and associated document(s) are permanently deleted!


To learn more, visit our help center.

💬 If you can't find what you're looking for, contact us via chat. 💬

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