Manage custom folders
Last updated
Last updated
© Ascertia Limited 2024
SigningHub allows you to efficiently manage your documents by creating, renaming, and deleting custom folders for better organization. By default, all documents are placed in the 'Inbox' folder, but you can easily move your files between folders or return them to their original location.
The "All" folder provides a comprehensive view of all documents within your account, including those from shared spaces. The 'All' and 'Inbox' folders are default system folders and cannot be deleted.
Click the 'Documents' option in the navigation panel.
Click on the 'Folders' button.
Your folders will be shown in a dialogue box. Click on a folder to view the documents that it contains.
Click the 'Documents' option in the navigation panel.
Click on the 'Folders' button.
Your folders will be shown in a dialogue box. Click the 'Add a folder' button.
Specify the folder name and click 'Submit'. A new personal folder will be created and shown under the 'My Folders' section.
Click the 'Documents' option in the navigation panel.
Click on the 'Folders' button.
Your folders will be shown in a dialogue box. Click the 'Manage folders' button.
Click the "Rename" button, next to the folder name, specify the name that you want to set, and click the 'Save changes' button.
Click the 'Documents' option in the navigation panel.
Click on the 'Folders' button.
Your folders will be shown in a dialogue box. Click the 'Manage folders' button.
Click the delete icon, next to the folder name, and click the 'Delete' button.
The "All" folder displays all the documents within your account that may belong to any folder including; the documents from the shared spaces.
You cannot delete the "All" and "Inbox" folders.
You cannot delete a non-empty folder.
Based on their statuses, the folder items/ documents can be tracked through their respective status folders (i.e. Draft, In Progress, Pending, etc.).
