You can use folders to organize documents by client, project, or any other grouping that makes sense for your workflow.

1. Click Add folder in the Document Inbox (left panel).
2. Name the folder (e.g. "Acme Corp", "Client ABC").
3. Move documents into the folder:
   • During upload: Use Upload to folder in the upload drawer
   • After upload: Use More (⋮) → Move to folder on a document, or use Bulk Actions to move multiple documents
4. Click a folder to see only its documents.

You can set up folder-specific email addresses (e.g. [email protected]) so documents sent via email automatically go into the right folder. This is useful when clients or vendors send documents directly.

• Name folders clearly – Use client names, project codes, or other identifiers that make sense
• Use during upload – Select a folder before uploading to save time
• Filter by folder – Click a folder to see only its documents in the list and data table

For detailed instructions, see Organizing with Folders.