Add Folder

Create a file folder in the Files menu to organize your files. You can set cleanup and team access when you create it.

Create a folder

Select Add folder, enter a name, and choose any settings you need. If your customer has teams, you can assign teams to the folder; see Teams management. Select Save to create the folder, or Cancel to discard it. The saved folder appears above the files.

Cleanup outdated files

Enable Cleanup outdated files to remove files after their validity expires. Cleanup runs once daily and allows a one-day grace period, so expired files are not removed immediately. You can change this setting later through Edit cleanup settings in the folder's context menu.

Find a folder

Use Find folder in the Files menu toolbar to locate a folder in the hierarchy. Search by name or expand the folder tree, then double-click a folder to open it. You can also select a folder and choose Confirm.

Manage a folder

Open a file folder's context menu to rename or move it, edit cleanup settings, manage teams, or remove it. Move to folder can also move the folder back to the root.