How to Organize Documents into Folders

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. 

Steps 

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.