Organizing documents with folders

Folders are now available in the document list, replacing the previous streams functionality. They give you a flexible way to group and manage your documents and library assets in one place.

Folders are a simple but powerful way to keep your documents and assets organized as your library grows, making it easier to find what you need, when you need it.

Creating a Folder

1. Navigate to the document list
2. Click the Create New Folder button
3. Give your folder a descriptive name (e.g., "Statements of Work")

Moving a Document into a Folder

1. Locate the document you want to organize
2. Click Move to Folder
3. Select the destination folder from the list

The document will immediately appear in that folder. You can move it back out at any time using the same process.

Renaming a Folder

1. Click the Rename button on the folder
2. Enter the new name
3. Save your changes

Deleting a Folder

1. Select the folder you want to remove
2. Click Delete
3. Confirm the deletion

Note: Deleting a folder will also delete all items within it. Make sure any content you want to keep has been moved out first.

Folders in the Content Library

Folders aren't limited to the document list — they're available throughout the entire content library, including the template section. This means you can apply the same organizational structure to all of your assets, no matter where they live.