Use folders to organize documents in your Workspace. Group documents by project, client, year, or status to keep everything easy to find.
If you’re on a version prior to Copenhagen, you’ll find Collections instead of folders.
Working with folders
- Flexible organization: Use nested folders that can nest infinitely to organize your documents however you like.
- Easy management: Move documents and folders between other folders or Workspaces at any time.
- Archiving options: Archive documents or entire folders to keep your Workspace focused while preserving access. (Business Plan only)
- Safe cleanup: When you delete a folder, all of its contents move to Trash for easy recovery.
- Bulk archiving: Archiving a folder automatically archives all items inside it.
- Consistent sharing: Nested folders inherit the sharing settings of their parent folder, ensuring consistent access across all documents.
Create a folder
To create a folder in the Mac app:
- Open the Workspace window using ⌘O
- Locate the Folders section in the left sidebar
- Click on the plus circle to create a folder
- Assign it a new name and press ⏎
- Locate the Folder section on the left sidebar
- Click on the
icon - Give your folder a name and add a description (optional)
- Set your share settings
- Click Create Folder
Adding documents to folders
On the Workspace window, drag a document onto a folder to move it there. You can drag and drop documents from the All Documents tab to any folder in the sidebar, or from a folder to another folder. You can also Control-click on a document thumbnail and select Move to… to move documents around your Workspace.
Drag the document you want to move and drop it onto its new folder in the sidebar. You can also hover over a document’s thumbnail and click on the 
button to bring up its options. From there, choose Move To…, in the window that appears, select the folder you want to move the document to from the drop-down menu then click Move to confirm.
Moving folders to other Workspaces
To move a folder to another Workspace:
- Hover over its thumbnail in the left sidebar, and click > Move To….
- In the Move Document modal, choose the new Workspace from the list. You can also search for it using the search bar.
- Pick the folder you want to move your document to. We’ll ask you to confirm whether you still want to keep sharing the document with everyone that was previously invited or not.
- You’ll also see expired Workspaces in the list, but you won’t be able to move documents to those Workspaces until you reactivate them.
Only Admins can move documents to other Workspaces. They’ll also need to be an Admin or an Editor in the Workspace they are moving documents to.
Removing documents from folders
- Right-click on a document’s thumbnail and choose Move to…
- Select your Workspace from the list
- Review how this may affect access to your document in the modal
- Click Move Document.
- Hover over a document’s thumbnail and click on the button
- Choose Move To… from the menu
- Select your Workspace at the top of the list, or search for it using the search bar.
- Confirm the permissions and destination of the document
- Click Move to confirm.
Pinning folders and documents
Pin a folder or document to keep it at the top of your Workspace.
Pinning folders
Open the Workspace window ⌘O, right-click on a folder in the sidebar and select Pin Folder. You’ll find pinned folders at the top of your list of folders in the sidebar. Follow the same steps to unpin a folder.
Find the folder you want to pin in the sidebar, click button and select Pin Folder.
Pinning documents
Right-click on it in the Workspace window and select Pin Document. Once it’s pinned, you’ll find it at the top of the list or grid in the All Documents tab. Follow the same steps to unpin a document.
Click the button and select Pin Document. Follow the same steps to unpin a document.
Archiving folders
Admins in your Workspace can archive folders you no longer need to see or access frequently. Archived folders no longer appear in the sidebar or All Documents tab, but you can always unarchive them to bring them back.
Archiving folders is only available to customers in our Business Plan.
Find your folder in the sidebar in the Workspace window, right-click on the folder, select Archive and confirm your decision in the modal that appears. You can find archived folders in the Archive tab at the top of the sidebar in the Workspace Window. You can still view and edit archived documents and folders.
Find your folder in the sidebar, click the button, select Archive and confirm your decision in the modal that appears. You’ll find archived folders in the Archive tab at the top of the sidebar in the Workspace window. You can still view archived documents and folders and edit them in the Mac app.
Unarchive folders
Find your folder in the Archive, right-click on the folder and select Unarchive. When you unarchive a folder it will go back to the sidebar in the Workspace window.
Find it in the Archive, click button and select Unarchive. When you unarchive a folder, it will appear in the Workspace window’s sidebar again.
