Organize Your Folders and Files

Aside from manually dragging the folders and files by clicking and dragging the six dots, you can set your files sort order by Alphabetical: A-Z or User Sorted Order inside the Defaults & Settings of the transaction.

You can drag and drop your folders and files according to your preference by clicking the six dots icon.

The files inside the document folder can be sorted either in alphabetical order or by user-sorted order. Inside the transaction, click the transaction details sub-menu then go to the Defaults & Settings and look for the Document Sorting field and choose which sort order you’d like to use on your transaction.