Organizing with Folders

Folder Organization

Creating Folders

1. Navigate to the Folders section
2. Click "Create Folder"
3. Enter folder name (e.g., "Work Accounts", "Personal", "Banking")
4. Add description (optional)
5. Click "Save"

Folder Structure

Folders support hierarchical organization:

• Parent Folders: Top-level categories
• Subfolders: Nested within parent folders (up to 3 levels)
• My Vault: Your personal root folder
• Shared Folders: Folders shared with team members

Moving Records Between Folders

1. Open the record you want to move
2. Click Edit
3. Select new folder from dropdown
4. Click Save

Bulk Move:

1. Select multiple records (checkbox)
2. Click Move To...
3. Choose destination folder
4. Confirm

Folder Colors & Icons

• Customize folder appearance
• Choose from 12 colors
• Select icons for easy identification