Organize Documents with Folders

Move Documents to Folders

1. Open the Project widget
   1. Depending on your layout, select the Project icon in the left sidebar or the Project Documents tab in the right widget panel.
2. Select the three-dot icon next to the desired document(s)
3. Select Move to Folder
4. Choose or create a folder to move the selected document(s) to
5. Press Move to Folder
   1. The folder will appear in the Project widget

Move Documents Out of Folders

1. Open the Project widget
   1. Depending on your layout, select the Project icon in the left sidebar or the Project Documents tab in the right widget panel.
2. Select the three-dot icon next to the desired document(s)
3. Select Move Out of Folder
   1. The document(s) will be moved out of the folder to the top level of the project.

Move Documents to Another Folder

1. Open the Project widget
   1. Depending on your layout, select the Project icon in the left sidebar or the Project Documents tab in the right widget panel.
2. Select the three-dot icon next to the desired document(s)
3. Select Move to Another Folder
4. Choose or create a folder to move the selected document(s) to
5. Press Move to Folder

Rename Document Folders

1. Open the Project widget
   1. Depending on your layout, select the Project icon in the left sidebar or the Project Documents tab in the right widget panel.
2. Select the three-dot icon next to the desired folder(s)
3. Select Rename
4. Enter the desired folder name
5. Press Rename

Remove Document Folders

1. Open the Project widget
   1. Depending on your layout, select the Project icon in the left sidebar or the Project Documents tab in the right widget panel.
2. Select the three-dot icon next to the desired folder(s)
3. Select Remove
4. Press Remove Folder
   1. The folder will be removed, and documents in the folder will be moved to the top level of the project.