How do Folders work?
Folders let you organize your Clustdoc resources in a more comprehensive way.
Using the folders, you and your team will find what you need in the account more easily.
You can organize the following resources into Folders: processes, online forms, spreadsheets, dashboards, and client portals.
How to create Folders?
To create a folder, simply go to the related section whether it’s the Processes, Forms, Spreadsheets, dashboards, e-contracts or Portals page.
Click on the dropdown menu button ▼ next to the main CTA of the page (Eg. +New process for the process page) then select “New Folder”
Name the folder you’re about to create and confirm
Then move your resources (aka processes in our example) to the newly created Folder or create new resources directly from there
Then, you can see all selected resources in the right folder.