You can create multiple folders or edit the existing ones to better organise your documents based on the category they are part of.
Create a document folder
To create a new folder, follow the steps below.
Click the Documents tab, then for the relevant document, click the three-dot menu.
Click Edit, then click +(Manage This List).
In the Your Company Document Category List, enter the folder name.
Press Enter, then click Done.
Click Save.
📌Note: The folder only shows in the main list if it contains at least one document. However, the option will show in the dropdown list when you add a new document or move a document to a different folder.
Edit a document folder
To rename or edit a folder, follow the below steps.
Click the Documents tab, then for the relevant document, click the three-dot menu.
Click Edit, then click +(Manage This List).
Click the option you want to rename and enter the new name.
Click the tick icon, click Done.
Then, click Save.
📌Note: To search for documents, regardless of the folders they are located in, you can use the search bar.
You can also move the documents to a different folder.