Folders
Build folders and subfolders for each site, client or department, then file every deadline, task and document where your team would look for it first.
Keep each deadline and compliance document in a folder your team can find
Folder-based organisation
Shared team folders
Nested folder structure
Quick deadline filtering
Folders Features
Everything you need to streamline your workflow and boost productivity
Folders Inside Folders
Make as many folders and subfolders as you need. A letting agent might have one per landlord, with a subfolder for each property underneath.
Flexible Organization
Put the gas safety certificate, the insurance renewal and the tenancy contract for a property side by side. When someone asks, you open one folder.
Drag-and-Drop Management
Drag a task or deadline into another folder. When you take on a new client or close a site, rearrange things in a minute.
Folder-Level Permissions
Set access per folder. Share the Fleet folder with your transport team and keep the HR folder to the people who should see it.
As Many Levels as You Need
Big projects get deep trees. Start with the project, then split it by phase or workstream, and go down another level for each deliverable if that helps.
Search Across Every Folder
Type a name and find the folder, task or deadline straight away. Or filter to one folder when you only care about one client this morning.
Why Use Folders?
Real benefits that drive measurable results for your business
Stop Hunting for Things
Each record sits where people expect it, so nobody scrolls a long list asking who owns the forklift inspection.
Grows With You
Thousands of deadlines across hundreds of projects stay manageable, because each one lives in a folder with a clear owner.
Everyone Files Things the Same Way
New starters can see where tasks go and where to add their own. Fewer duplicates, fewer messages asking where the MOT reminder went.
Client Work Kept Apart
Give every client a folder for their deadlines, documents and tasks. When they call, you have their whole picture on one screen.
Who Uses Folders?
Designed for teams and businesses across industries
Project-Based Organization
Open a folder for each project and add subfolders for its phases and milestones. One job's deadlines never get mixed up with another's.
One Folder Per Client
Agencies and service firms keep a folder for each client holding its deadlines, contracts, renewals and deliverables.
Department Organization
Larger companies give each department a folder, then add teams and projects underneath. It is obvious who is responsible for what.
Multi-Location Operations
Give each office, shop or warehouse its own folder. The Leeds store's fire certificate and trading permits stay with Leeds.
Split by Deadline Type
Keep regulatory filings in one folder and contract renewals in another. Project milestones and routine jobs can each get their own too.
Event Management
Each event gets a folder, with subfolders for vendors, marketing, logistics and the wrap-up afterwards. Venue deposits and supplier deadlines stop slipping.
Frequently Asked Questions
Everything you need to know. Can't find the answer? Reach out to our support team.
You arrange your compliance records into folders that copy the shape of your business. That could be by location (London Office, Manchester Site), by department such as HR or Finance, or by item type like Vehicles and Contracts. Mixing approaches is fine too, for example a folder per site with a Vehicles subfolder inside each one.
Yes. You can lock a folder down so only certain people see it. The legal folder might be open to the legal team and senior managers only, while every operations manager can see the operations folder. People see the records that belong to their job and nothing else.
Yes. When you move an item it keeps its history, its attached documents and its reminder schedule. If a vehicle moves from one depot to another, drag it to the new depot's folder and change the owner. The reminders carry on as before.
No. You can create unlimited folders and go as many levels deep as you like. A group with several companies might go group, then entity, then department, then team, so the tree looks exactly like the org chart.
Yes. Search looks through every folder at once. Search by item name, type, owner, expiry date or any custom field you have added. Each result shows which folder the item lives in, so you can find it again even in a big, busy structure.
Ready to Get Started?
Join thousands of teams already using ExpiryEdge to streamline their workflows