Organizing Documents with Folders

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This article will guide you through the process of organizing your documents into folders within your Property or Lease/Tenancy records. Whether you're sorting insurance papers, maintenance documents, or lease agreements, creating a structured set of folders can make navigating and managing documents significantly easier. Let's get started on simplifying your document storage.

Creating a New Folder

By default, the Documents tab for a Property or Lease/Tenancy will not have any folders created. All documents you upload will be listed without any organization.

  1. Click the Create New Folder button to begin organizing.
  2. Type in a name for your new folder and then click Save.
  3. The new folder you've created will now appear as a subfolder within the main root Documents folder.


Moving Documents Between Folders

To reorganize your documents into the newly created folders:

  1. Navigate back to the Documents folder.
  2. Drag and drop the desired documents into your new folder, such as Insurance Documents.

Creating Nested Sub-folders

You can further organize your documents with nested subfolders:

  1. To create a subfolder at the same level as an existing folder, ensure that you are in the main Documents folder, then click Create New Folder.
  2. To create a subfolder within another folder, like Insurance Documents, open that folder first and then click Create New Folder.

Managing Folders: Moving, Renaming, and Archiving

Each folder has options for management:

  • Select the down arrow icon to download the folder.
  • Select the folder icon to move the folder within the hierarchy.
  • Select the pencil icon to rename the folder.
  • Select the trash can icon to delete the folder.



Please take note of the following restrictions:

  • The root Documents folder cannot be moved, renamed, or archived.
  • Archiving a folder will also archive all contained documents and subfolders.
  • Archived documents can be retrieved from the Documents Hub. Details on restoring documents can be found in the related article below.

With these tools, you're now ready to streamline your document organization, leading to a more efficient way to manage your Property or Lease/Tenancy files.

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