# Organize Documents by Client

Source: https://www.digiparser.com/docs/guides/organize-documents-by-client

# Organize Documents by Client

Use folders to organize documents by client

Copy MarkdownOpen

# [Organize Documents by Client](#organize-documents-by-client)

Feedback

Create one folder per client so uploads, emails, reviews, and exports stay separated.

## [Create a client folder](#1-create-a-client-folder)

Open the parser's **Document Inbox**, click **Add folder**, enter the client name, and click **Create folder**.

app.digiparser.com![Create folder dialog with Acme Corp entered as the folder name](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-create-folder.png?sig=dd7350055123a84b6cfe4b7d97524a959c9a12f7d291ebfc32a76c7d1d9c49f1)

## [Put documents in the folder](#2-put-documents-in-the-folder)

Choose the easiest method:

*   During upload, choose the client under **Upload to folder (optional)**.
*   For an existing document, use **More** (⋮) -> **Move to folder**.
*   For several documents, select them and use **Bulk Actions -> Move to folder**.

app.digiparser.com![Document Inbox showing Move to folder with a client folder selected](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-move-to-folder.png?sig=57e5e97b69e0e63cb57b8f869d406a8ff00d206315df5998e7808e56c44dff25)

## [Send client emails directly to the folder](#3-send-client-emails-directly-to-the-folder)

Open the folder menu and click **Copy folder email**. Forward that client's document emails to this address.

app.digiparser.com![Client folder menu showing Copy folder email](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-folder-actions.png?sig=123f59d7a529a168fddc3e4efe2837963e4b17fb84c45d0a46fff3b5bfbf12be)

New email attachments sent to this address enter the correct parser and client folder automatically.

## [Open or export one client](#4-open-or-export-one-client)

Click the client folder to show only its documents. Review the results, then click **Export Data** to export that client's filtered data.

app.digiparser.com![Acme Corp folder open with filtered documents and Export Data button](https://documents.digiparser.com/docs/screenshots/2026-07-23/live-client-folder-filtered.png?sig=a665a0b0c999ffe6bd888693f00f0a50d9ff22d1ef0414f55be0bde5c655f8ff)

For recurring emails, use the folder address in a [Gmail filter](/docs/guides/document-processing/email/automatic-forwarding-gmail) or [Outlook forwarding rule](/docs/guides/document-processing/email/automatic-forwarding-outlook).

Need Smart Folders, subfolders, colors, or folder downloads? See [Organizing with Folders](/docs/guides/managing-data/organizing-with-folders).

How is this guide?

GoodBad

[

Process Receipts

Quick guide to processing receipts and extracting expense data

](/docs/guides/process-receipts)[

Send Invoice Emails to Google Sheets

Forward invoice attachments to DigiParser and add the extracted data to a spreadsheet

](/docs/guides/invoice-emails-to-google-sheets)