How to create a folder – Bounsel Help Center

Organizing your documents is essential for maintaining efficiency and clarity in your work. Bounsel makes it straightforward to create folders, helping you to categorize and manage your files effectively. Follow these direct steps to create a new folder, ensuring your documents are perfectly organized.

First, head to Bounsel Docs. This is where all your document organization starts!

Find the plus button on the page. This is your direct action to create a new folder. Click it without hesitation to proceed to the next step.

After clicking the plus button, you’ll be prompted to name your new folder. Think of a clear and relevant name that represents the folder’s contents. Once you’ve decided on a name, enter it and confidently click “Create a folder.”

PRO TIP When creating folders in Bounsel, incorporate a numbering system in your folder names to prioritize them or indicate a sequence. For example, "01 - Contracts", "02 - Invoices", and "03 - Reports". This strategy not only keeps your folders organized but also ensures that they appear in your desired order, making it quicker to navigate through your documents and find what you need.