Organize your contact documents with folders

Overview

Managing documents on the contact detail page just got easier! We're introducing folders to help you organize, manage, and recover your contact documents effortlessly.

You can now create folders, organize files across multiple levels, move documents between folders, and restore accidentally deleted files or folders within 60 days. Everything stays organized at the individual contact level, making it easier to find and manage the documents you need.

What's new?

1. Organize documents with folders

Create custom folders to organize documents for individual contacts. Organize files and folders across multiple levels for better structure and accessibility.

Manage two types of folders:

• System folders: Predefined folders that cannot be deleted.
• Custom folders: User-created folders that can be organized and deleted as needed.

All folders are maintained at the contact level, keeping each contact's documents organized independently.

2. Move files and folders effortlessly

• Move files from one folder to another without having to re-upload them.
• Move folders across different levels to reorganize your document structure.
• Keep related documents together and maintain a cleaner, more structured workspace.

3. Delete files and folders

• Delete files uploaded to custom folders when they are no longer needed.
• Delete custom folders to keep your document section clutter-free.
• System folders remain protected from deletion to preserve their predefined structure.
• Files within system folders are currently protected from deletion.

4. Introducing trash – recover deleted files and folders

Accidentally deleted something? We've got you covered!

• Deleted files and custom folders are moved to Trash instead of being permanently removed immediately.
• Restore individual files or entire folders within 60 days of deletion.
• Recover deleted folders along with their contents, making it easy to retrieve important documents.
• Files and folders are permanently deleted after 60 days and can no longer be restored.

What's next?

We're continuing to improve document management to give you greater flexibility and control.

• Delete files from system folders: Soon, you'll be able to delete files stored within system folders, giving you more control over managing your documents.
• You can add tags to documents for better identification.

Our goal is to make document management simpler, more organized, and more flexible, so you can spend less time searching for files and more time focusing on your contacts.