How to create Folders
DocHub allows you to create custom folders within your account to group documents, sign requests, or templates, and organize your content. You can name these folders as you like and add documents to them via a folder drop-down menu located in the Dashboard’s toolbar.
To create a Folder, please click on the Add Folder button in the menu on the left side of your Dashboard.
You will be transferred to the next page, where you can name your Folder. After hitting the Create button, your folder will be ready to use.
Once you open the folder, you will see the Add documents button and additional folder settings in the top-right corner.
Let’s review those settings one by one (settings are represented according to the chronological order):
Add documents to the folder - basically the same button as the Add documents button in the folder;
Move this folder to the top of your Folder list - prioritize the most important folders and put them at the top of the folder list;
Share - give access to the folder and its contents to the particular user;
Rename - change the name of the folder;
Archive - allows you to hide a folder from your dashboard or documents view;
Delete - delete the folder and all documents that were stored under it;
Manage all folders - transfers you to the Folder section of your Account Settings.
When you click on the Add document button, a new pop-up window will appear. In this window, you can select the document from your DocHub account. Once you have done so, click on the Move button to proceed.
Note: DocHub does not support multi-level folders. You can create only one-level folders, meaning you can’t create subfolders inside them.
Folders in the DocHub Organization
When you create a folder inside the organization, you will be prompted to choose the access level for the folder. There are two options:
Workspace - all members of the organization will have access to the folder.
Private - only admins and people who have explicit permission can access this folder.
We recommend using the Private folder to manage access among organization members and give a particular document to a chosen group of users.
Note: The Private folders feature is available only for the Pro plan subscriptions.
