Documents & Folders
Creating folders
Make folders and subfolders to organise your documents, and decide who can see them as you go.
Step 1
Top-level folders
Owners and Admins, and anyone with a custom role that allows creating top-level folders, see New Folder at the top of the Folders panel. It always creates a top-level folder on Home, whatever you have open. Everyone else creates folders inside a folder they can open, starting with their own folder under Users.
Folders
New FolderStep 2
Open the folder it goes in
To make a folder inside another one, open that folder first: double-click it in the list, or click it in the Folders panel. A single click in the list only selects it. The path above the list shows where you are.
2026
5 files
Q2-Report.pdf
Step 3
Press New Folder
Inside a folder, the toolbar has New Folder. It makes a folder inside the one you have open. Right-clicking empty space in the list offers New Folder too.
UploadStep 4
Or right-click a folder
Right-click any folder in the list and choose New Subfolder to make one inside it without opening it first. New Folder on the same menu makes one beside it instead.
2026
5 files
Q2-Report.pdf
Step 5
Name it
The Create New Folder window says where the folder will go, under Creating inside. Type a name other people will understand later, such as Q3 Reports. Create Folder stays greyed out until there is a name.
Create New Folder
Creating inside Reports
Step 6
Add a description and a colour, if you like
The description tells others what belongs in the folder. The colour (Purple, Blue, Green, Amber, Rose or Teal) colours the folder's icon, so it is easier to spot.
Create New Folder
Creating inside Reports
Step 7
Choose who can see it
Everyone means the same people who can open the folder it sits in. At the top level that is the whole organisation. Inside a restricted folder, including your own folder under Users, the new folder keeps that restriction.
Create New Folder
Creating inside Reports
Step 8
Or restrict it now
Press Restricted to choose people and groups straight away. You are added to the list automatically; search Allowed Users and Allowed Groups to add others, and press × on a name to take it off. People you add get a notification.
Create New Folder
Creating inside Reports
Step 9
Create Folder
Press Create Folder. The folder appears straight away, empty and ready for uploads. To rename, move or delete it later, see Renaming, moving and copying files and folders.
Create New Folder
Creating inside Reports
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Documents
The folder panel, Home and All Documents, views, columns, sorting and the details pane.
Uploading documents
Add files to the folder you have open, or let Secretary read them and sort them into folders for you.
Uploading a whole folder
Upload a folder from your computer with all its subfolders, keeping the same structure.