Organize with Folders

Folders help you organize documents, simplify graph creation, and control sharing.

Create a folder

From the Files page:

1. Click + Add in the top-right corner
2. Select Create Folder
3. Enter a folder name
4. Click Create

From the Manage Folders dialog:

1. Select a document or graph
2. Click Manage Folders (or use the action menu)
3. Click the folder icon (➕) in the dialog header
4. Enter a name and click Create

The new folder is created and automatically selected for the current item.

Add documents to folders

Documents can belong to multiple folders at once.

Single document:

1. Click the actions menu (⋮) on a document row
2. Select Manage Folders
3. Check the folders you want to add it to
4. Click Done

Multiple documents:

1. Select documents using the checkboxes
2. Click Manage Folders in the toolbar
3. Check folders to add selected documents to
4. Click Done

Remove documents from folders

1. Open the Manage Folders dialog for the document
2. Uncheck the folder(s) to remove
3. Click Done

Or click Remove directly in the folder row of the dialog.

Navigate folders

Click a folder in the sidebar or breadcrumb to filter the view to documents in that folder.

• Use the breadcrumb navigation to go up levels
• Click All Files to return to the unfiltered view

Folder benefits

Organization — Group related documents for easier browsing

Graph creation — Select a folder when creating a graph to include all its documents

Sharing — Share a folder to give team members access to everything inside

Bulk operations — Select all documents in a folder for bulk actions

Cross-scope folders

In team scopes, you may see folders from your personal scope (marked with a user icon) and from other teams you belong to. You can add documents to any folder you have write access to, regardless of which scope you're currently viewing.

Related

• Upload Documents
• Share a Folder
• Files Reference