Once you have logged in, click View all folders & records on the dashboard.

Please note - make sure you are in Folder view.

Your folders are sorted as standard by the date they were created, if you wish to sort them alphabetically by name simply open the sorting panel and under Sort Folders click the plus sign to the right of the column dropdown with Name selected. You can also set whether this is ascending (a-z) or descending (z-a).

If you wish to set the order yourself keep Position selected on the sort options.

To rearrange the position of a top-level folder, click and drag the folder using the Drag icon to the left of the folder name. Drag the folder up or down depending on where you want it to land.

To move a sub-folder, or move a top-level folder to a sub-folder, click on the Three dots icon to the right of the folder. Click Move.

From the pop-up window, click on the folder you would like to move the folder into. If you would like to move a sub-folder to a top-level folder, click Root Folder. Click Save.

Please note - you will not be able to move a top-level folder into its own sub-folder. You will need to move the sub-folder to a top-level folder first.

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Navigate to the folder that you want to move via the Folders tab on the bottom panel. Click on the Three dots icon in the top right corner. Click Manage Folder.

Click Move Folder.

Click on the folder you would like to move the folder into. If you would like to move a sub-folder to a top-level folder, click on the account name at the top. Click Move. Use the Back Arrow or Folders icon on the bottom panel at the top of the screen to view your new folder order.

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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.