Agiled Docs

Folders help your team keep workspace-level files tidy. Use them for broad organization, then attach important files to the exact record where people will need them.

Create A Folder

Open Files.
Choose Create folder from the sidebar or file manager actions.
Enter a clear folder name.
Select Create.

If you create a folder while another folder is open, the new folder is created inside the current folder.

Use names that will still make sense to another teammate later. Client names, project names, fiscal years, departments, and document types are usually clearer than vague names such as New, Stuff, or Final.

Create A Subfolder

Use subfolders for predictable groups, such as client deliverables, contracts, brand assets, or monthly receipts.

Open the parent folder.
Choose Create folder.
Name the subfolder.
Upload or move files into it.

Avoid creating deeply nested folders unless your team already follows that structure. Search, filters, and record attachments are often faster than opening many folder levels.

Before adding a new folder level, decide who will maintain it. A folder pattern that no one owns usually becomes a second archive beside the record attachments.

Move Between Folders

Use the folder sidebar or breadcrumb path to move around. Breadcrumbs show where you are and let you return to a parent folder without using the browser back button.

Move A File

Open the file action menu.
Select Move.
Choose the destination folder, or choose the root location.
Confirm the update.

Moving a file changes where it appears in the file manager. It does not change the original file contents.

Before moving a customer-facing file, check whether teammates expect it in the current folder. If the file is attached to a project, task, document, invoice, or customer record, open that record after moving the file and confirm the context still makes sense.

Delete A Folder

Delete folders only when the folder is no longer useful. If a folder contains important files, move those files somewhere else first.

Do not delete a folder just because files were attached to records. Attachments help people find files from a record, but the workspace file manager may still be the team's main archive.

Before deleting a folder, check whether it contains files linked from documents, projects, invoices, estimates, or customer records. Move or replace those files before removing the folder.

Folder Patterns

Common patterns include:

By client for agencies and service teams.
By project for delivery teams with many shared assets.
By department for internal files such as HR, finance, legal, or marketing.
By year or month for receipts, statements, and recurring exports.
By document type for contracts, proposals, brand assets, or templates.

Pick one primary pattern and document it for the team. Mixing several patterns without a naming rule creates duplicate folders and makes search less reliable.

Use the same naming order consistently, such as Client - Project - Year or Year - Department - Document Type. Consistent names make sorting and search more predictable.

Cleanup Routine

Review folders periodically for:

duplicate folders with slightly different names
test uploads and draft files
customer files that should be attached to records
public-share links that should expire
old versions that should be renamed, archived, or replaced

Create And Organize Folders