Document folders
Organize documents into folders and categories.
Creating document folders
Just like inventory, documents can be organized in folders.
- 1Open Documents
- 2Tap the folder icon or + button
- 3Select 'Create Folder'
- 4Name your folder (e.g., 'Medical', 'Insurance', 'IDs')
Moving documents
Long-press a document to see options. Select 'Move' to relocate it to a different folder.
Renaming and deleting
Long-press on a document or folder to rename or delete it.