Once you've decided how you want to structure your records in your account (take a look at our record management system article for inspiration), create the folders and sub-folders you need to contain your records.

Please note - Your account will come with standard folders. You can edit or delete these folders.

Video

Step by Step

Click View all folders & records from the dashboard, or click on the Folders tab on the left hand panel and clicking into a specific folder.

If you want to create a new top-level folder, click New folder in the top left hand corner of the screen. If you are currently inside a folder, click on Folders in the dark blue panel at the top to navigate back to the top level.

A new window will appear. Enter the name and description of the folder. The description is optional but can be a useful reminder of what the folder should be used for.

At this stage you can also specify the Members with access (if you have more than one user on the account). Click Create Folder.

Please note - admin users will have default access to all folders within the account.

If you want to add a sub-folder within an existing folder, first select the parent folder that you want it to sit under. Click New folder.

You can add the name, description and set user access. You can click on Change to top-level if you decide you need this folder as a top-level folder.

To delete, edit or move folders in your account, please refer to our help articles below or in the Folders help section.

See related articles:

Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io. 

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