Organising Folders, Tags & Uploads

Setting Up Your Filing Structure

Creating Folders

1. Go to Documents from the main dashboard.
2. Click New Folder (or right-click an existing folder → New Folder to nest it).
3. Folders can be nested arbitrarily deep, similar to a normal file system.
4. Set folder-level Access rules once, and everything filed inside inherits them unless overridden per-file.

Uploading Files

• Drag and drop files directly into a folder.
• Or click Upload to browse and select from your computer.
• Multiple files can be uploaded at once — each becomes its own document record.

Tags

Rather than relying only on folder location, apply Tags to a document for filtering across folders — e.g. tag every signed contract "Signed" regardless of which customer's folder it lives in, so you can find "all signed contracts" in one filter instead of opening every customer folder.

Search & Filters

The search panel filters by folder, tag, file type, owner, linked record type (e.g. only documents linked to an Invoice), and date — combine several filters to narrow down quickly in a large repository rather than browsing folder by folder.

Previewing & Editing

PDFs, images, and common office formats preview directly in the browser without downloading. Basic actions (rename, replace the file, split a multi-page PDF) are available right from the list, reducing round-trips to a separate desktop tool for small edits.