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Feature walkthrough · 0:39
Folders
File every contract by team, customer or year.
Transcript
Click a line to jump there.
0:03
Hundreds of contracts are easier to find when each one lives in the right place.
0:07
That's what folders are for.
0:08
Open Documents, and switch from All to Folders.
0:11
Each folder belongs to a team, like sales, procurement or legal.
0:15
Folders can hold folders.
0:16
Customers has one for each customer, so all their contracts stay together.
0:20
Or file by year.
0:21
NDAs splits into 2025 and 2026, and the path at the top shows where you are.
0:27
To file a contract, right-click it, choose Move to folder, and pick where it goes.
0:32
So start with your biggest customer.
0:34
Open Documents, press New, and make a new folder.
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