Blog

Organize Your Documents with Folders

Blog

Organize Your Documents with Folders

Blog

Organize Your Documents with Folders

Blog

Organize Your Documents with Folders

Blog

Organize Your Documents with Folders

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Blog

Organize Your Documents with Folders

/
October 28, 2012
Blog

Organize Your Documents with Folders

MIN
/
October 28, 2012
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

Blog

Organize Your Documents with Folders

Blog

Organize Your Documents with Folders

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Organize Your Documents with Folders

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Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

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Infographic

Organize Your Documents with Folders

Follow these steps to start organizing your most important cloud documents.
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Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

Many of you are starting to create a lot of documents in your account.  That's awesome!  In an effort to make it easier for you to manage those documents, we have added Folders to the documents dashboard.  We are keeping it pretty simply for now and only allowing 1 level of folders (you can't have a folder inside a folder), but that should keep things easy for you.

Create A Folder

To create a new folder, go to your Documents page, and click the New Folder icon on the right side of the page.  From there you will enter a name and the folder will be created!

Move Your Documents

Once you create a folder, you will notice an extra icon alongside each of your documents that looks like a piece of paper with an arrow on it.  This is the move icon and if you click it, you will be able to move that document to one of your folders.

Edit / Delete A Folder

To edit or delete one of your folders, you will need to go to the page that lists the documents in that folder.  From this page you will see little icons in the right corner that will allow you to edit/delete the folder.  If you are deleting a folder, we will automatically move your documents out of the folder, so you will not be deleting the documents as well.

Meet The Host
Content Marketing Manager
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.