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How do I add and edit Folders?

Organizing your Folder structure can be done in a few simple steps!

Here are the simple steps to adding and editing Folders: 

  1. From the Dashboard, select 'Manage Folders':

2. From Manage Folders type in the name of a new folder and select + Add or click the data field with an existing name you want to change and proceed to make the change.  You can also delete folders from Manage Folders by clicking the X next to the folder name.  Need to add subfolders?  Here's how.

Note: Only the Account Owner, Admins and Account Managers on an account can change Folders and Subfolders. 


Please reach out to support@contractsafe.com for any questions.