# Organizing with Folders Source: https://www.digiparser.com/docs/guides/managing-data/organizing-with-folders Work With Documents # Organizing with Folders Organize documents with folders Copy MarkdownOpen # [Organizing with Folders](#organizing-with-folders) Feedback **Folders** help you group documents by client, project, type, or any workflow that needs a separate view. You can create folders and subfolders, choose folder colors, move or upload documents into them, and use **Smart Folders** to add matching documents automatically. Each folder also has its own email address, so documents sent to that address land in the right folder. ## [Where folders appear](#where-folders-appear) Feedback In your parser's **Document Inbox**, the **left panel** shows: Feedback * **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). Feedback Click a folder to open it. The **document list** and **data table** show documents in that folder and any folders inside it. If the folder has subfolders, they appear above the documents. app.digiparser.com![Left panel with FOLDERS, Add folder, ALL DOCUMENTS](https://documents.digiparser.com/docs/screenshots/2026-07-23/document-list-folders-demo.png?sig=1283fdb67fd614a2ff8798f6138a34b9e2dbd9d919e921b2677192fe03a808d5) Feedback You can also manage all folders from **Parser Settings -> Folders**. This is useful when you want to rename folders, change colors, copy folder emails, set Smart Folder rules, or reorder folders and subfolders without opening each one in the inbox. ## [Creating a folder](#creating-a-folder) Feedback 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. Choose a **Folder color** if you want the folder to stand out in the list. 4. To make it a **Smart Folder**, turn on **Smart Folder** and add the rules DigiParser should use to place matching documents in this folder. 5. Click **Create folder**. 6. After the folder is created, copy the **Folder email address** if you want to send or forward documents directly into this folder. Click **Close** or **Add another folder**. app.digiparser.com![Create folder dialog showing Folder name, Folder color, Smart Folder toggle, and Create folder button](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-create-folder.png?sig=dd7350055123a84b6cfe4b7d97524a959c9a12f7d291ebfc32a76c7d1d9c49f1) Feedback You can create folders anytime. You can also create subfolders from a folder's **More** (⋮) menu or while viewing a folder. ## [Moving documents into folders](#moving-documents-into-folders) ### [When uploading](#when-uploading) Feedback 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. ### [After upload](#after-upload) Feedback * **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**. Feedback See [Bulk Operations](/docs/guides/managing-data/bulk-operations) for more on selecting and moving multiple documents. ## [Unfoldered documents](#unfoldered-documents) Feedback 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. ## [Folder-specific email addresses](#folder-specific-email-addresses) Feedback You can send documents to **folder-specific** inbox addresses (e.g. `[[email protected]](/cdn-cgi/l/email-protection)`). The address is based on the parser and folder names. Documents sent there are placed in that folder automatically. Feedback The folder email is shown after you create a folder. You can also copy it later from the folder row or from **Folder Settings**. Feedback See [Send Documents by Email](/docs/guides/document-processing/processing-via-email) and [Configure Email Processing](/docs/guides/parsers/parser-settings/email-processing) for parser-level email settings. ## [Smart Folders](#smart-folders) Feedback Use a **Smart Folder** when documents should be added to a folder automatically based on their content or details. For example, you can create a folder for a client and add a rule that matches the client name, vendor name, document name, or another extracted field. Feedback To turn an existing folder into a Smart Folder: Feedback 1. Open the folder's **Folder Settings**. 2. Turn on **Smart Folder**. 3. Add the conditions that should match documents for this folder. 4. Click **Save**. Feedback If you want to run the rules on documents that are already in the parser, click **Apply Smart Folder to existing documents** after saving your rules. Feedback Smart Folder rules apply to that folder only. Subfolders can have their own Smart Folder rules. app.digiparser.com![Folder Settings dialog showing Smart Folder toggle and condition builder](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-folder-settings.png?sig=4470e23276c46296082f68bcfba747cf8584556176f7b2d785da86b8932f42d0) ## [Managing folders](#managing-folders) Feedback Use the **Settings** button on a folder row to open **Folder Settings**. From there, you can rename the folder, change its color, copy the folder email address, copy the folder ID, and manage Smart Folder rules. Feedback Click the **More** (⋮) icon on a folder for quick actions: Feedback * **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 and its subfolders as a ZIP file. The ZIP keeps the same folder and subfolder structure. * **Folder Settings** - Configure folder options, including color and Smart Folder rules. * **Delete folder** - Remove the folder. You can **move** its documents to **No folder** or **delete** them. Choose what you prefer before confirming. ## [Managing folders in parser settings](#managing-folders-in-parser-settings) Feedback For a full folder management view, open **Parser Settings -> Folders**. Feedback In this section, you can: Feedback * See folders and subfolders in one place. * Copy folder email addresses. * Open **Folder Settings** for any folder. * Create top-level folders or subfolders. * Reorder folders or move them into another folder. * Download or delete folders. app.digiparser.com![Parser Settings Folders section showing folder rows, subfolders, Smart Folder badge, and folder actions](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-folder-actions.png?sig=123f59d7a529a168fddc3e4efe2837963e4b17fb84c45d0a46fff3b5bfbf12be) ## [Tips](#tips) Feedback * Use folders for **clients**, **projects**, or **periods** (e.g. "January 2025") so you can filter and export by group. * Use colors to make important folders easier to spot. * Use Smart Folders when documents follow a predictable pattern, such as a client name, vendor name, or document type. * **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. ## [Next steps](#next-steps) Feedback * [Uploading Documents](/docs/guides/document-processing/uploading-documents) - Upload to a folder * [Bulk Operations](/docs/guides/managing-data/bulk-operations) - Move many documents at once * [Parser Settings -> Email Processing](/docs/guides/parsers/parser-settings/email-processing) - Folder-specific email How is this guide? GoodBad [ Editing Extracted Data Edit and correct extracted data ](/docs/guides/managing-data/editing-extracted-data)[ Bulk Operations Perform bulk operations on documents and data ](/docs/guides/managing-data/bulk-operations)