Overview:
A clear folder hierarchy and consistent tagging make it easy to locate and manage large volumes of customer documents.
Steps:
Within a customer’s Documents tab, click New Folder.
Name the folder (e.g., “Contracts,” “Support Tickets”) and click Create.
To move a document, hover over it, click the Move icon, and select the target folder.
To tag a document, hover over it, click the Tag icon, and select or type a new tag.
Use the Filter dropdown to view by folder or tag.
Tips & Best Practices:
Group folders by document lifecycle stage (e.g., Drafts, Final, Archived).
Limit each document to 2–3 tags to avoid tag proliferation.
Periodically archive folders older than one year to keep the list manageable.
Troubleshooting / FAQs:
Folder not creating: Verify you have “Manage Documents” permission.
Document not moving: Check that the destination folder is not read‑only.
Tags not saving: Ensure tags adhere to the allowed character set (letters, numbers, hyphens).