Add project folder

Once you have a new project created, it's time to create folders for your document types.

Create a folder

From your project overview page, click on the New Folder buttons on the top toolbar.

This opens a window where you can provide the folder name, pick a template, and provide any additional custom field information for the specified document type.

The templates and fields will depend on what document types are set up in your account. Some may be required.

Once you save your folder, you'll be ready to start uploading and organizing your files.