If you’re managing multiple contracts of the same type or want to gather all contracts belonging to a certain project in one place, you can store them in folders. Creating folders is done by following a few simple steps:

  1. Click Archive in the top menu,
  2. Click the green New button to the top left. Then click New folder,
  3. Name your folder—e.g. employee agreements or secrecy agreements—and then click the blue Create button.

In case you want to create a subfolder, simply repeat the steps when you’re in the main folder. 

Voilá! You just created a new folder.

How to move contracts to a folder

Moving contracts to your new folder is just as easy. You can move a contract to a folder by following these simple steps:

  1. Click Archive in the top menu,
  2. Click the Options button (the three dots) on the right hand side of the contract you wish to move and click the Move to button,
  3. A tree-view of all the folders you have access to will appear. Select the folder that you want to move your contract to and click the blue Save button.

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