Can I organize my uploaded documents into folders?

Yes - you can organize your proposals, responses, and documents into folders based on the unique needs of your business. 

To access folders, click on "Folder Library" in the left-side navigation bar. 

1. Create a folder by selecting "Add a Folder" in the top right-hand side of the Folder Library

2. Type the name of your folder and select " + Add"

3. If you'd like to create a sub-folder within your created folder, type in the name of the subfolder and select "+ Add" again. Repeat this step until you have the desired amount of sub-folders.

4. To add specific proposals into a folder, click "+ Proposals". You can then type in the name of the proposal into the search bar, or click the arrow button to locate the specific proposal you want to add. Repeat until you have selected all desired proposals, and then click "Update"

5. To review content in your folder, click the number under the "Proposals" Column. 

    a. From here, you can select:

• "Work On" - this will direct you to the associated proposal to continue working on it.
• "Documents" - this will show you which documents you have uploaded that are         associated with this proposal. 
• "Responses" - this will show you which responses are associated with this proposal.
• "Edit" - this will take you to the proposal details where you can edit information related to this proposal, such as Title, Due Date, and more.