As your document library grows, folders, archiving, and filtering help you keep things organised.
Creating Folders
Click the New Folder button on the Documents page to create a folder. Give it a clear name that describes the type of documents it will contain, such as "Onboarding" or "Team Processes". Folders can be nested inside other folders for deeper organisation.
Moving Documents Between Folders
To move a document to a different folder, open the document's edit modal and change the folder selection. The document will immediately appear in the new location.
Archiving Documents
When a document is no longer actively needed but you want to keep the link for reference, open the edit modal and click Archive. Archived documents are hidden from the default view but remain searchable.
Restoring Archived Documents
To bring back an archived document, use the status filter on the Documents page to show Archived items. Open the document's edit modal and click Unarchive to return it to the active list.
Deleting Documents
To permanently remove a document, open the edit modal and click Delete. You will be asked to confirm before the document is removed. Deletion is permanent and cannot be undone.
Filtering by Status
The Documents page includes a filter to switch between Active and Archived documents. Use this to keep your default view clean while still having access to older resources when you need them.
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