Step-by-step instructions
Create Top-Level Folder:
Navigate to Library module
Click "New Folder" button (usually near Upload button)
Enter folder name (e.g., "Client Files", "Templates", "Legal Reference")
Click "Create" or press Enter
Folder appears in left sidebar navigation
Create Sub-Folder (Nested Folder):
In left sidebar, click the parent folder to select it
Click "New Folder" button or right-click parent folder
Select "Create Subfolder" from context menu
Enter subfolder name (e.g., "2024", "Liquidations", "Incoming")
Click "Create"
Subfolder appears nested under parent in sidebar
Can create unlimited levels of subfolders (no depth limit)
Organize Folder Structure:
1. Drag-and-drop folders to reorder them
2. Drag folders into other folders to create hierarchy
3. Drag documents from Library into folders to organize
4. Click folder in sidebar to view contents
5. Breadcrumb navigation shows current location (e.g., Clients > CLIENT - Dupont > 2024)
Rename or Delete Folder:
Right-click folder in sidebar
Select "Rename" to change name
Or select "Delete" to remove folder
Warning: Deleting a folder does not delete documents inside – they move to the root Library level
Practical example
Office manager Sophie Mercier creates a comprehensive folder structure for 500+ documents. She starts with top-level folders: "Clients/", "Templates/", "Legal Reference/", "Archive/". Under "Clients/", she creates subfolders per client: "CLIENT - SA Dupont Industries", "CLIENT - Jean Dumont", etc. Within "CLIENT - SA Dupont Industries", she creates sub-subfolders: "Incoming Documents" (for new files from client), "Processed Files" (for anonymized/translated versions), "Final Deeds" (for completed signed documents), and "Correspondence" (for email records). This three-level structure organizes hundreds of documents logically, and any notary in the office can find a specific Dupont document in seconds by navigating: Clients > CLIENT - SA Dupont Industries > Final Deeds.
Notes and limitations
Unlimited nesting: No limit on folder depth – create as many levels as needed
No folder templates: Cannot save folder structure as a template for reuse
Manual creation: Must create folders one by one (no bulk folder creation from spreadsheet)
Drag-and-drop: Can reorder folders and move documents between folders intuitively
Folder deletion: Deleting a folder preserves documents inside – moves them to root level (not deleted)
No folder permissions: Cannot restrict specific folders to specific users (workspace sharing is all-or-nothing)
Folder naming: Use clear, descriptive names – no character restrictions but avoid special characters for compatibility
Folder metadata: Cannot add descriptions, tags, or custom metadata to folders (only to documents)
No folder search: Cannot search within a specific folder – search is workspace-wide
Sidebar display: Very deep nesting may require scrolling in the sidebar
FAQ
Q: Can I create subfolders within subfolders (unlimited depth)?
A: Yes, Library supports unlimited nested folder depth. You can create structures like "Clients/CLIENT - Dupont/2024/Liquidations/SA Dupont Industries/Final Versions" with as many levels as your organization needs. However, very deep nesting (5+ levels) may make navigation slower, so consider balancing depth with usability.
Q: Can I move folders around or reorganize my structure after creating it?
A: Yes, use drag-and-drop to reorganize folders. Drag a folder to a new location in the sidebar to move it, or drag it into another folder to make it a subfolder. You can also drag folders out of their parents to promote them to top-level. All documents within the folder move with it automatically.
Q: What happens if I delete a folder that contains documents?
A: Deleting a folder does not delete the documents inside. All documents within the deleted folder are moved to the root Library level (top level, no folder). You'll need to manually delete documents if you want to remove them. This safety feature prevents accidental data loss when cleaning up folder structures.