As your document library grows, folders and key theme filtering help you keep things organised.
Creating Folders
Click the New Folder button on the Documents page to create a folder. Give it a clear name that describes the type of documents it will contain, such as "Onboarding" or "Team Processes". Folders can be nested inside other folders for deeper organisation.
Moving Documents Between Folders
To move a document to a different folder, open the document's edit modal and change the folder selection. The document will immediately appear in the new location.
Deleting Documents
To permanently remove a document, open the edit modal and click Delete. You will be asked to confirm before the document is removed. Deletion is permanent and cannot be undone. The document's links to other entities (actions, catchups, meetings, projects, targets, reminders, performance reviews) are removed at the same time, but the linked entities themselves are not affected.
Filtering by Key Theme
The Documents page lets you filter by Key Theme so you can pull up only the documents tagged with a particular topic. Combine this with the search box to find the right resource quickly.
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