Organize & Manage

Keep your documents organized with folders, tags, and search.

Folders

Create a Folder

1. Click New Folder in the sidebar
2. Enter a folder name
3. Click Create

Move Documents

1. Select one or more documents
2. Right-click and choose Move to…
3. Select the destination folder

Folder Permissions

Folders inherit the permissions of their parent folder. To customize:

1. Right-click the folder
2. Select Permissions
3. Adjust access levels

Search

Find documents quickly with search:

• By name - Type the document name
• By content - Search text within PDFs (OCR required)
• By date - Filter by creation or modification date
• By author - Find documents by uploader

Starred Documents

Mark important documents as favorites for quick access:

Star a Document

• Click the star icon on any document in the list
• Or open a document and click the star in the header

View Starred Documents

• Use the Starred filter in the document dashboard to show only starred documents
• Starred documents appear with a filled star icon

Unstar a Document

• Click the star icon again to remove the star

Stars are personal to your account and are not visible to other organization members.

Sorting

Sort your document list by:

• Name (A-Z or Z-A)
• Date created (newest or oldest)
• Date modified
• Size
• Type

Bulk Actions

Select multiple documents for bulk actions:

1. Click the checkbox on documents
2. Or use Ctrl/Cmd + click to select
3. Available actions:
   • Move to folder
   • Delete
   • Download
   • Share

Document Details

View document information:

1. Click on a document
2. Click the info icon
3. View:
   • File size
   • Page count
   • Creation date
   • Last modified
   • Owner
   • Shared with

Trash

Deleted documents go to Trash:

• Documents stay in Trash for 30 days
• Restore from Trash anytime
• Empty Trash to permanently delete

Next Steps

• Upload Documents - Add new documents to your workspace
• Search & Replace - Find and replace text within documents
• Share Documents - Share documents with collaborators