Happy New Year!
Time to clean up those documents and start fresh!
If you would like to move all your documents from 2016 into a separate folder, please follow these simple steps!
- Click “New Folder”.
- Name the folder the year that you are organizing.
- Select the documents you would like to file into last year's folder. If you would like to select multiple documents at once, try holding the shift key and selecting the first and last document. Once you have selected the documents,drag and drop them into the new folder!
- To organize your documents by vendor, create a new vendor folder within last year's folder. If you drag the original vendor folder straight into the new folder. All newly fetched documents will continue to populate within it this vendor folder. In the example below, the American Express and uploads folder has been dragged into the 2016 folder.
- Each year you will need to create a new folder for the previous year and repeat the process.