How to organize files and folders in Documents
Documents is a Google-Drive-style manager for your files and folders - expiries show up alongside them so everything related to a deal or client lives in one place.
What is it
A general-purpose, Google-Drive-style file and folder manager. Unlike attachments on a single expiry (which live scoped to that one record), Documents lets you build a broader folder structure - e.g. by client, department, or project - where both uploaded files and expiries can sit side by side.
Why / when to use it
Steps- Use Documents when you need a folder hierarchy that organizes things beyond a single expiry - e.g. a "Client XYZ" folder containing their contracts (expiries), correspondence, and reference files together.
- Use per-expiry Attachments instead when a file belongs to exactly one deadline and doesn't need broader organization - it's simpler and keeps the file tightly bound to that record.
- The two aren't exclusive: an expiry's attachments and its presence in a Documents folder can coexist, since Documents shows expiries alongside files rather than replacing expiry attachments.
- From the sidebar, go to Documents.
- Use the folder tree on the left to navigate, or the breadcrumbs at the top; click Grid/List to switch views.
- Create a folder with the New Folder button, or drag files from your computer anywhere onto the page to upload them into the current folder.
- Double-click a folder to open it; double-click a file name to rename it inline.
- Right-click (or use the row menu) on a file or folder for Preview, Download, Rename, Move, or Delete.
- Drag and drop files or folders onto another folder in the sidebar to move them.
- Expiries appear alongside your files (shown in a different color) - click one to open its details page directly from here.