To create a new folder for storing documents:
- Click Documents at the top of the page in your Bill.com account
- Click Folders
- Click New
- Enter a folder name, and select a Parent Folder, if applicable
- Click Save
To edit the name of a document folder:
- Hover over Documents and click Folders
- Click on the folder you wish to edit
- Hover over "Details" and click on Details from the drop down menu
- Click the Edit icon in the top right corner of the folder details
To delete a folder:
- Click Documents at the top of the page in your Bill.com account
- Click Folders
- Click the name of the folder you'd like to delete
- Hover your cursor over Details, and then click Details
- Click the trash can icon to delete the folder - any documents in the deleted folder will remain, but will still be accessible by clicking the Documents tab, and then clicking Documents
To re-activate a deleted folder:
- Click Documents at the top of the page in your Bill.com account
- Click Folders
- Check the Show Inactive Documents box at the bottom of the folders list
- Select the appropriate folder from the list, and click the trash can icon