Docufast | Unternehmenswissen automatisch dokumentieren

How to Organize Documents into Folders

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Last Updated on May 21, 2026

Overview

As you create more guides, keeping everything in one list can quickly become overwhelming. Organizing documents into folders helps you stay organized, edit faster, and avoid duplicate or misplaced guides.

Folders make it easier to:

Separate drafts from finalized documents
Group guides by process, department, or use case
Ensure team members can quickly find the right documentation

Steps

Step 1: Create a New Folder

Navigate to Library from your DocuFast dashboard.
Click the + New folder button.
Enter a clear and descriptive folder name that reflects the purpose of the documents it will contain (for example, a process type, department, or document status).
Click Create to add the folder to your workspace. The new folder will appear immediately and is ready to store documents.

Name Folders Clearly

Use folder names that reflect how your team works. Common ways to organize folders include:

By process type (Onboarding, Reporting, Support, Sales)
By department or team (Operations, Marketing, Finance, HR)
By audience (Internal Guides, Client Guides)
By status (Drafts, Finalized, Archived)
By tools or platforms (CRM, Project Management, Email Tools)

Step 2: Move an Existing Document into a Folder

After editing and finalizing a document, move it into the appropriate folder to keep your workspace organized and easy to navigate. Storing completed guides in the right folders helps your team quickly find approved, ready-to-use documentation and prevents unfinished drafts from getting mixed in with finalized content.

To move a document:

Locate the document you want to move.
Click the Kebab menu (three vertical dots) on the document.
From the options, select Move to folder.
Choose the appropriate folder from the list and click on the Move button.
Once moved, the document will appear in the selected folder, helping you maintain a clean, well-structured workspace.