Manage Folders in Hubdoc

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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?

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