Here are the simple steps to manage your folders.
1. Add and Edit folders: From the Dashboard, select 'Manage Folders. You can also go to Settings>Folders, Tags, and Filters. The interface on both pages should be the same.
After clicking Manage Folders, a small window will pop up. 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 type the new folder name.
2. Delete folders by clicking the X adjacent to the folder name.
Note: Deleted folders cannot be restored.
If a top-level folder is deleted, its contracts will be moved to the Uncategorized folder. Depending on your user role, you may or may not see this Uncategorized folder.
If a subfolder is deleted, its contracts will be moved into the subfolder's parent folder.
3. To add a subfolder, you first need to enable it. Here's how.
Once done, simply navigate to the Manage Folders button on the Dashboard or over at Settings>Folders, Tags, and Filters. Click on the +Subfolder button, type the name of the subfolder, and finally, click on +Add.
Note: Only the Account Owner, Admins and Department Admins on an account can change Folders and Subfolders.
Please reach out to support@contractsafe.com for any questions.