Organize Library with Folders & Bulk Actions

New

Group documents into folders, drag-and-drop to reorganize, and train many docs at once.

Steps

  1. 1

    Go to Library and click New Folder in the top bar. Give it a name and hit Create.

  2. 2

    Drag any document card and drop it onto a folder to move it in. Click a folder to open and browse what's inside.

  3. 3

    Rename or delete a folder by hovering it, clicking the ⋯ menu, and choosing Rename or Delete.

  4. 4

    Multi-select documents by clicking the checkboxes on their cards. A toolbar appears with Move and Train actions. Move opens a folder picker so you can relocate several docs at once.

  5. 5

    With docs selected, click Train (N) to index them in bulk. Each shows a Training… spinner until it earns the green Trained badge.