Who can create folders?
Any firm user who has access to a folder can create subfolders inside it.
How to create a folder
Select Files from the vertical (left-hand) menu.
Select the Folders tab.
Select the vertical ellipsis (⋮) to the right of the Account.
Select New folder.
Type a name for the folder, then select the checkmark next to the text box or press Enter.
Note: Each Account appears as a folder on the Folders tab once it has at least one file.
How to create a subfolder
On the Folders tab, select the vertical ellipsis (⋮) to the right of the folder.
Select New subfolder.
Type a name for the subfolder, then select the checkmark next to the text box or press Enter.
How to rename a folder
On the Folders tab, select the vertical ellipsis (⋮) to the right of the folder.
Select Rename.
Type the new name, then select the checkmark next to the text box or press Enter.
Note: An Account's folder always has the Account's name. To rename it, rename the Account on the Accounts page.
How to delete a folder
On the Folders tab, select the vertical ellipsis (⋮) to the right of the folder.
Select Delete.
Note: You can only delete an empty folder. Move any files out of the folder before you delete it.
How to move files into a folder
Drag and drop
On the Folders tab, drag the file onto the folder.
From File Preview
Open the file.
Select Actions > Move.
Select the folder. The file moves right away.
Move several files at once
Select the checkbox next to each file you want to move.
In the bulk actions toolbar at the bottom of the page, select Move.
Select the folder. The files move right away.