Projects & Workspace
Organize Your Workspace
Use folders, projects, and team permissions to keep documents tidy at any scale.
The Organize Folders & Projects page (/organize) is a drag-and-drop view of everything in your workspace. Use it when your project list gets too long to scan, or when you need to grant a teammate access to a subset of work.
Opening it
Click Organize in the left sidebar, or navigate to /organize.
What you can do
- Create folders to group related projects (one per client, one per month, one per case).
- Drag-and-drop projects between folders, or nest folders inside folders.
- Rename / delete folders and projects inline.
- Search across every folder to find a project by name.
- Bulk delete — select multiple items and remove them in one action.
Team permissions
For each folder you can set per-teammate access:
- Read — can view and export, cannot modify.
- Write — can upload documents and edit transactions.
- Admin — full control including sharing.
Permissions are inherited: granting access to a folder grants access to everything inside it. See User and team management guide for how to add teammates first.
Tips
- Create a top-level folder per client. Inside it, one project per engagement or year.
- For lending workflows, create a folder per loan application and drop the borrower's statements inside.
- Deleting a folder also deletes every project inside — double-check before confirming.