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Documentation Getting started Folders

Folders

Last updated on 27 Jan 2026
5 min read

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 using a version earlier than Copenhagen, you’ll find Collections instead of folders.

Working with folders

  • Flexible organization: Use folders that can nest infinitely to organize your documents however you like.
  • Easy management: Move documents and folders between 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, so access stays consistent across all documents.

Creating a folder

To create a folder in the Mac app:

  1. Open the Workspace window using ⌘O.
  2. Locate the Folders section in the left sidebar.
  3. Click the Circle with plus plus circle to create a folder.
  4. Give it a new name and press ⏎.
  1. Locate the Folders section in the left sidebar.
  2. Click the Create icon.
  3. Give your folder a name and add a description (optional).
  4. Set your share settings.
  5. 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 right-click 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 the Options button to bring up its options. From there, select Move To…. In the window that appears, select the folder from the drop-down menu, then click Move to confirm.

Moving multiple documents

You can move multiple documents and folders at once by selecting them, then dragging them to the same destination. To select items, either click and drag to draw a selection, or hover over a document’s thumbnail and click the checkbox. Once selected, you can move everything together into the same folder.

Moving folders to other Workspaces

To move a folder to another Workspace:

  1. Hover over its thumbnail in the left sidebar and click Options > Move To….
  2. In the Move modal, select the new Workspace from the list. You can also search for it using the search bar.
  3. Pick the folder you want to move the document to. We’ll ask you to confirm whether you want to keep sharing it with everyone who already has access.

You’ll also see expired Workspaces in the list, but you can’t move documents to them 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

  1. Right-click a document’s thumbnail and select Move To….
  2. Select your Workspace from the list.
  3. Review how this may affect access to your document in the modal.
  4. Click Move Document.
  1. Hover over a document’s thumbnail and click the Options button.
  2. Select Move To… from the menu.
  3. Select your Workspace at the top of the list, or search for it using the search bar.
  4. Review the permissions and destination of the document.
  5. 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 using ⌘O, right-click 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, click the Options button, and select Pin Folder.

Pinning documents

Right-click the document in the Workspace window, and select Pin Document. Pinned documents appear at the top of the list or grid in the All Documents tab. Follow the same steps to unpin a document.

Hover over the document’s thumbnail, click the Options 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 Workspace window, right-click the folder, 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 and edit archived documents and folders.

Find your folder in the sidebar, click the Options 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.

Unarchiving folders

Find your folder in the Archive, right-click 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 the Options button, and select Unarchive. When you unarchive a folder, it will appear in the Workspace window’s sidebar again.