Sign in

Save a Document to a Folder

Documents can be saved to a folder structure.

To place a document into an existing folder:

  1. From the Inbox document, click on the "Other Actions" menu
  2. From the drop-down menu, choose the type of document being created
  3. Rename the document or choose to use the existing name
  4. Use the folder drop-down menu to choose which folder to place the document in
  5. If all the document pages are going to the same folder, check the "Include all remaining pages" box
  6. Click Save

 

To place a document into a new folder:

  1. From the Inbox document, click on the "Other Actions" menu
  2. From the drop-down menu, choose the type of document being created
  3. In the folder drop-down menu, choose "Add new"
  4. Name the new folder in the pop-up window
  5. If all the document pages are going to the same folder, check the "Include all remaining pages" box
  6. Click Save
Have more questions? Submit a request
Powered by Zendesk