Creating and Managing Folders
min read Organiser
Creating and Managing Folders
Folders help you organize your important records in the Organiser.
What Are Folders?
Folders are categories for organizing your records. Examples include:
- Banking
- Insurance
- Property
- Investments
- Subscriptions
- Passwords
Creating a Folder
- Navigate to Organiser
- Click Add Folder
- Enter the folder name
- Add an optional description
Managing Folders
- Rename - Click the edit icon to change the name
- Delete - Remove folders you no longer need (records will also be deleted)
- Reorder - Drag folders to change their order
Best Practices
- Be specific - Use clear, descriptive names
- Group logically - Keep related records together
- Review regularly - Remove outdated information