How to organise documents into folders?
Keep your documents organized with Papermark folder system that allows you to categorize your documents, making it easier to find and share them.
Here’s how you can utilize folders in Papermark to keep your documents neatly organized.
Creating and using folders
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Adding to Folders: Existing documents can be added to folders. This helps you to categorize documents by project, client, or any other system that suits your workflow.
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New Documents in Folders: When you upload new documents, you can directly add them to the appropriate folders, keeping everything organized from the start.
Managing documents within folders
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Moving Documents: You have the flexibility to move documents between folders. If a document’s relevance changes, or if it’s part of a completed project, simply relocate it to the correct folder.
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Folder Navigation: Navigate through your folders to find specific documents quickly. This is especially useful when dealing with a large number of documents.
Benefits of using folders
- Improved Accessibility: Folders make it easy for you and your team to access the right documents quickly.
- Better Sharing: Share an entire data room - is a way to multi file sharing with papermark.
- Organized Revisions: Keep track of document versions by organizing them in folders, maintaining a clear record of document evolution.
Steps to organize documents into folders
- Choose a Document: Select the document you wish to organize from your dashboard.
- Select Folder Option: Look for an option to move or add the document to a folder.
- Choose or Create a Folder: Select an existing folder or create a new one to place your document into.
- Confirm the Organization: Confirm your choice to move or add the document to the folder.
- Repeat: Repeat the process for other documents as needed.
You can also turn folders into data rooms and create data room folder structure inside.
Track analytics
It is possible to track analytics for each docuemnt or for shared data room
Conclusion
Folders in Papermark are a powerful way to keep your documents organized and accessible. Whether you're sorting existing documents or uploading new ones, folders help to categorize your content logically, making management and sharing both simple and efficient.