Folders & organization
Keep documents tidy — group them into folders and move them as their status changes.
As you send more documents, folders keep things findable. Create folders per client, per project, or per document type — whatever matches how you work.
- 1Open the Documents area.
- 2Create a folder from the folders bar and give it a name.
- 3Move a document into it from the document's menu, or drag it in.
Folders sit alongside status filters (draft, sent, completed), so you can narrow to, say, one client's completed agreements quickly.