Working with Folders

Here's what covered in this article:

Creating Folders

To  manage your documents more easily, you can organize your files by folders. Create folders within the root folder of the selected year.

To create a folder: 

  1. Go to Documents, then to Your Documents, then click +New > New Folder.
  2. Select the year the folder will belong to, then type in the folder’s name.
  3. Click the CREATE button.

You can now select the created folder and upload files to it. 

You can also create folders while uploading files. To do so:

  1. Add the tax year first. The folder will be created in this year. 
  2. Click Folder Name, then Create a New Folder
  3. Type in the folder’s name, then click CREATE.

Moving Files and Folders

You can move files and folders you have stored within the system to any folder.

  1. Go to Documents, then to Your Documents and select the files/folders you want to move.
  2. Click the ellipsis (three dots)  icon on the right at the top of the table, then click on Move Selected
  3. Navigate to the desired folder, then click on MOVE.

Searching For a Folder

To search for a folder, type all or part of the folder’s title into the search field, then click  Enter.

The document list will be narrowed to your specified parameters. Click the cross icon in the  Search field to clear the search. 

Deleting Folders

To remove a folder from the system:

  1. Click the ellipsis (three dots) icon on the right within the row of the selected folder, then click Delete
  2. Click the Delete button in the File Delete Confirmation pop-up.

Warning! All of the files within this folder will be deleted too.