Create folders and move files into them

Steps

1. 1

   Step 1: Make a new folder

   In My Documents or Company Documents, choose New folder and type the Folder name.

   lightbulbTip: A new folder is kept once you upload or move a file into it.
2. 2

   Step 2: Move documents in

   Select one or more documents, choose Move to folder… and type the folder path — for example Invoices/2026.
3. 3

   Step 3: Browse your folders

   Open a folder to see what is in it, and switch between list, icons and thumbnails view.