7.1. Organize MSP Documents with Folders, Subfolders, and Bulk Moves

The left sidebar on the Documents page displays a Folders hierarchy.

Navigating Folders:

• Click on a folder name in the hierarchy on the left to view only the documents and subfolders within it.

Creating a New Folder:

1. Click the New Folder button.
2. Enter the desired Folder Name (e.g., "Ruby Slippers," "Yellow Brick Road").
3. Click Create.

Creating a Subfolder:

1. Navigate into the parent folder by clicking its name in the Folders hierarchy.
2. Click the New Folder button.
3. Enter the name for the subfolder. The creation dialog will confirm the parent folder (e.g., "Will be created in: /Ruby Slippers").
4. Click Create.

Moving Documents to a Folder:

1. Select the document(s) you wish to move by clicking the checkbox next to their name.
2. Click the Move to Folder button that appears in the toolbar.
3. In the "Move Selected Documents" dialog, select the destination folder from the hierarchy.
4. Click Confirm.