Creating Folders for Documents

Eddy gives you the option of putting your documents into folders to stay more organized as you store more documents within the software.

Creating Folders

To organize your documents into separate folders, click "New Folder" on the left side of the screen.

You will be able to add any documents into that folder you would like. 

From there, click "Save Changes". Your document will appear in the designated folder. This will not remove the document from the "All Documents" page. 

If you have documents that you would like to add to the folder after the initial creation, click on the three dots in the top right corner of the folder. 

You will then have the option to "Manage Folder" and add any documents from the screen that appears.

By clicking "Save Changes", your folder will be updated with any changes made.