How do I organize files in Company Documents?
Use folders to keep contracts, marketing assets, and SOPs tidy.
Open Company Documents from the sidebar. Click "New folder" to create a folder, then drag and drop files in or click "Upload" inside the folder. Files can be moved between folders by dragging.
Folders can hold other folders. Open a folder, then click "New folder" or right-click the empty space inside it, and the new folder is created there. The path across the top of the page shows where you are; click any part of it to go back up a level. Deleting a folder moves the files inside it to Other and moves any folders inside it up one level.
Company Documents is workspace-wide and shared with every team member. For files tied to a single deal or contact, attach them to that record instead so they stay scoped to the work they belong to.
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