Organizing your documents effectively starts with creating folders. The ability to create folders depends on whether you have an Essential or Premium vault:

Essential Vaults: Display only predefined company folders set by your vault provider. Users cannot create new folders in the first two levels. Folder creation is allow under sub-folders.
Premium Vaults: Allow primary owners and co-owners to create personal folders at any level, which are private and not visible to the vault provider.

Creating Folders Under Company Vaults

The first two levels of a company vault are predefined to ensure a standardized structure for document management. Users cannot create folders at these levels.

When attempting to upload files at these levels, a message will appear: "Select a subfolder to upload. Uploads are not allowed at this level."
The Continue button will remain disabled until a valid subfolder is selected.
Even when a new subfolder is created, company branding will still apply.

Premium Vault Features

If you have a Premium Vault, you can create personal folders at any level.

These folders are private and not visible to the vault provider.
The folder color will be light blue (or a color based on your branding) to differentiate from company folders.

Ways to Create a Folder

1. Using the Shortcut (SHIFT + N)

Quickly create a new folder using the SHIFT + N keyboard shortcut.

2. Using Right-Click

Navigate to a directory where folder creation is allowed.
Right-click within the folder structure.
Select "New Folder" and enter a name.
Optionally, add an icon to personalize your folder.

3. Using the Plus Button

Click the "+" button on the top navigation bar.
Enter a folder name and, if desired, add an icon.
Click "Create" to finalize.

4. During Document Upload or Movement

If you are moving unfiled documents or trying to upload files to a restricted area, the system may prompt you to create a folder:

A folder structure pop-up will appear.
Click the folder creation icon at the top-right corner of the pop-up.

Enter a folder name, select an icon (optional), and assign an entity (if applicable).

Adding Icons to Folders

To make folders more visually recognizable, you can add an icon during creation.

Click the "+" sign next to the folder name field to choose an icon.

Adding Icons to Folders. Click the "+" sign next to the folder name field to choose an icon.

Assigning Entities to Folders

If you manage multiple entities, you can assign a specific entity to a folder:

This ensures that all documents uploaded into the folder are automatically tagged for streamlined organization.
To assign an entity, select the "Entity" option during folder creation.

To assign an entity, select the "Entity" option during folder creation.