Work with folders

To create a folder:

1. Go to Docs, then on the Folders subtab click the three dots icon to the right of a folder with Client can view and edit permission level, then click New Folder.

2. Type in the folder’s name, then click the Create button.

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

To create a folder:

1. Go to the Documents section and tap the Folders tab.

2. Open any folder without an eye icon. That means that you can create and edit folders and files there.

3. Tap the Create folder button, enter the folder’s name and tap Create.

You can now select the new folder and upload documents to it.

1. Go to Docs and select the files/folders you want to move inside a top-level folder with Client can view and edit permission.

2. Click on Move at the top of the table or the three vertical dots of the folder

3. Navigate to the desired folder, then click on Move.

Note that if the folder was sealed by your accountant, you can’t move the file to it.

1. Go to Documents, tap the three dots at the top right inside the document or folder you want to move, then tap Move.
2. Navigate to the desired folder, then tap Move.

Alternatively, you can long-tap any document inside any folder without an eye icon, then tap Move.

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.

To search for a folder, click on the magnifying glass icon and type all or part of the folder’s name into the search field. The folder list will be refined to match your search. To clear the search, click on the X icon to the right of the search field.

To remove a folder from the system:

1. Click the three dots icon on the right within the row of the selected folder, or check the tick box beside the folder and click Delete on the top, then click Delete

2. Click the Delete button in the Delete Confirmation pop-up.

To remove a folder permanently:

1. Tap the three dots to the right of the folder, then tap Delete.

2. Tap Yes, delete in the confirmation pop-up.

Alternatively, you can long-tap any folder inside any folder without an eye icon and then tap Delete.