Document Folders

Learn how document folders allow you to better organise your documents and photos

Updated on May 27th, 2024

Document folders allow you to better organize your documents and photos.

Document folders are currently available in the following areas:


Like documents and photos, document folders are specific to a record (like a quote or task). So if you create document folders for one task, they will not be available to another task.

  • You can set a default folder structure for tasks, depending on the task type.
  • The Document Directory can be used for shared files and folders, which is available from within any area that has the Documents & Photos tab.


Creating folders

Create a folder

  1. Click (expand) to expand the Folders panel (unless in the Document Directory)
  2. Click (plus icon)
  3. Name the new folder
  4. Click (save).


Create a sub-folder

Hover over the folder you want to use as the top-level folder. On the controls that appear to the right of the folder name, click (green plus icon):

Enter a name for the sub-folder and click save (green disk icon).

Click the (edit) icon to change a folder's name.

Click the (delete) icon to remove a folder.

The (solid black folder) icon indicates that there are sub-folders in that category.

To change a sub-folder to a top-level folder, drag it to the Top Level Drop Area at the bottom of the folder list.



Move a file to a folder

Move a file from one folder to another by clicking in an empty space on the row, or by using the icon under the Drag column , and dragging the file to the folder you want.