Folders help you group documents by client, project, or type. You create folders in the Document Inbox, then move documents into them—or upload straight into a folder. You can also use folder-specific email addresses so documents land in the right folder automatically.

In your parser’s Document Inbox, the left panel shows:

• FOLDERS – Your folders and Add folder.
• ALL DOCUMENTS – Every document in the parser. Use the dropdown to switch to Unfoldered Documents (documents not in any folder).

Click a folder to show only its documents. The document list and data table both filter to that folder.

1. Click Add folder (or Create your first folder if you have none).
2. In the Create Folder dialog, enter a Folder name (e.g. “Acme Corp”, “Q1 Invoices”).
3. Click Create. The new folder appears in the list.

You can create folders anytime. There’s no limit on how many you have.

In the Upload Documents drawer, use Upload to folder (optional). Pick a folder before dropping files—those uploads will go into that folder. You can also Create new folder there and select it.

• One document: Use the More (⋮) menu on the document row (in the document list or data table) → Move to folder. Choose a folder or No folder to remove it from its current folder.
• Several documents: In the data table, select the rows with the checkboxes. Click Bulk Actions → Move to folder, then pick a folder or No folder.

See Bulk Operations for more on selecting and moving multiple documents.

Documents that aren’t in any folder are Unfoldered. Use Unfoldered Documents in the left-panel dropdown to view only those. You can move them into folders or leave them unfoldered.

You can send documents to folder-specific inbox addresses (e.g. [email protected]). The folder slug is based on the folder name. Documents sent there are placed in that folder automatically.

Set this up in Parser Settings → Email Processing. See Processing via Email and Email Processing.

Click the More (⋮) icon on a folder to:

• Rename folder – Change the folder name.
• Copy folder email – Copy the folder-specific inbox address so you can send documents straight into this folder via email.
• Download folder – Download all documents in the folder as a ZIP file. The original files (PDFs, images, etc.) are included.
• Folder Settings – Configure folder options (e.g. auto-assign rules).
• Delete folder – Remove the folder. You can move its documents to No folder or delete them. Choose what you prefer before confirming.

• Use folders for clients, projects, or periods (e.g. “January 2025”) so you can filter and export by group.
• Upload to folder when you already know where documents belong.
• Folder email is useful when vendors or clients send directly into a specific folder.
• Use Download folder to archive all documents in a folder or share them with a client.

• Uploading Documents – Upload to a folder
• Bulk Operations – Move many documents at once
• Parser Settings → Email Processing – Folder-specific email