Workspace folders and directories

You can create folders in a workspace under the Documents tab. You can use these as you use folders on your computer. Something else we've added is labels - these are a much more powerful way of organizing your files once you get your head around how they work. The idea behind them is that you can have a singe file (ie recept.doc)  and then rather than putting the file under two directories (ie Accounts, My Recipts ) and duplicating the file and storage, you can just apply two labels.

Labels explained

Labels are tags which you can apply to any or all documents. They are completely customisable which means you can choose as many labels per document. By assigning labels you visually group documents/files of the same type together and when you click on your documents tab you can browse by label (in the bottom left).

Clicking on a label will bring up all documents/files with this tag - essentially providing you with a sub folder.

Adding a label

Labels can be added in two ways. Firstly when you upload a single document, you can add a label in the box marked "Label".

If the document is already uploaded, or you have uploaded multiple documents, go to your document list within the workspace and hover over a document.

On the left hand side you will have a link with says "Add Label".

Click this link to be able to add your own labels.