Folders

How to organise documents into folders

Learn how to organize your documents into folders for better management.

Updated December 1, 2024
1 min read

How to organise documents into folders


Organize your documents into folders to keep your workspace tidy and easy to navigate.


Organizing Methods


Method 1: Drag and Drop

  • Select one or more documents
  • 2. Drag them to the desired folder

    3. Drop to move


    Method 2: Move Option

  • Right-click on a document
  • 2. Select "Move to Folder"

    3. Choose destination folder

    4. Confirm


    Folder Structure Tips


  • Create folders by project, date, or document type
  • Use consistent naming conventions
  • Keep folder hierarchies shallow (2-3 levels max)
  • Regularly review and reorganize as needed

  • Bulk Organization


  • Select multiple documents at once
  • Move them all to a folder simultaneously
  • Maintain organization as you add new documents
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