Manage Folders in Hubdoc

HelpdeskHeaders-08.jpg

All documents will automatically be sorted into vendor folders within Hubdoc. If you have sub-accounts for certain vendors, such as multiple bank accounts, each sub-account will have its own sub-folder under the main vendor folder. These folders can be accessed on the left hand side of your Hubdoc dashboard so that you can easily organize, locate and manage documents. Click on a folder to expand or collapse the folder, and to show the documents within that folder. 

Add a Folder

1. Click on 'All Documents' or hover your cursor over the name so a small down arrow appears to the right. 

2. Click on the down arrow and select 'Add Folder'. 

3. Type in the preferred name of the folder and hit Enter to save the folder. 

If you'd like to add a folder within an existing folder, follow steps 1-3 but start by clicking the existing folder instead of 'All Documents'. 

Rename a Folder

1. Click on the folder you'd like to rename or hover your cursor over the name so a small down arrow appears to the right. 

2. Click on the down arrow and select 'Rename Folder'. 

3. Type in the preferred name of the folder and hit Enter to save the folder. 

Delete a Folder

1. Click on the folder you'd like to delete or hover your cursor over the name so a small down arrow appears to the right. 

2. Click on the down arrow and select 'Delete Folder'. 

3. Click on 'Trash' or hover your cursor over the name so a small down arrow appears to the right. 

4. Click the down arrow and select 'Empty Trash'. The documents within the deleted folder will now be permanently deleted from your Hubdoc account.

Note: Deleting folders does not delete the connection or the vendor from your list of automated and manual accounts. To delete vendors, or merge duplicate vendors please see the article: How Does Auto-File Work?

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

3 comments
  • I have tried to rename a folder that has a typo in the name however it will not let me rename the folder. It acts like it will but after I type the new name and hit enter the old misspelled name comes back. I tried signing out and signing back in to see if the folder name changes but it is still the old misspelled name again.
    HELP!
    I also need to merge 3 Home Depot folder into 1. Can I do that?

  • Hi Susan, happy to help!

    When renaming a folder from the left-hand side, click your mouse back into the box after you have finished naming the folder and then hit 'Enter'. That should help the folder name stick.

    Alternatively, you can Edit the names of the vendor folders from the 'Manual Accounts' tab. This is also where you'll be able to merge your Home Depot folders! For more information on how to merge and edit your vendor folder names, you can refer to this Helpdesk article: https://hubdoc.zendesk.com/hc/en-us/articles/360003514172--How-does-auto-file-work-

    Feel free to reach out to support@hubdoc.com if you have any other questions. Have a great day!

  • That fixed 1 folder but not all of them. Also having a problem that after I merged Vendor folders under the manual accounts tab that the merged folders are not showing up over in the main screen after I merged them. Theystill show the same old way (unmerged)

Please sign in to leave a comment.