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Help Center
Documents & Folders
New User FAQ
Administrators
Settings
Documents & Folders
Getting Started
Document Management
Folder Settings
Tags & Templates
Admins
Users
User Permissions & Privacy
Reports
Electronic Signature
Admins
Users
Signers
Customer Training Videos
Account Setup
E-signature
Reporting
Repository
Tips, Tricks, & Best Practices
Documents & Folders
Learn about document set up, import, export, and file/folder management.
Getting Started
How To Create A Folder Structure
Searching for a Document
How to Upload Documents
Searching Within a Document
Document Management
Renaming a Document
Attaching Documents Together
Recovering a Deleted Document
How to Mark Documents as Read or Unread
How to Move Documents:
How to Move Folders
How to Download a Document or Folder
How to Copy or Duplicate a File
Learn How to Copy or Duplicate a Folder
How to Add and Remove Files and Folders from Favorites
Adding a Tag as a Column
Identifying Duplicate Documents
How To Open Downloaded Zip Files That Exceed Pathway Limit
See more
Folder Settings
How to Archive a Folder
Enable and Validate AI Auto-Tagging
