How to Organize Documents into Folders
Last Updated: Jul 31, 20262 min read
Fifty requests in, a flat list stops working. Folders group requests by process ("HR Onboarding", "Q3 Vendor Renewals"), so each team sees its own world.
Filing a Request
1. Open a request's menu (⋮) and choose Move to folder.
2. Pick an existing folder or create a new one.
3. The folder shows on the request detail page, and the list view filters by it.
Folder Strategy
• One folder per process, not per month: "Sales Contracts" ages better than "March".
• Combine with search and status filters: folder = Sales, status = In progress is your live pipeline.
• Completed requests stay in their folders; the folder becomes your process archive.