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Managing folders

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 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
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