Feature Spotlight: Docrio Folders

Spotlight on: Folders

Docrio v4 introduces an exciting new way to organize your documents within Litify. Folders allows you to create as many folders as you want, whenever you want! This intuitive system gives you the ability to nest your folders as many layers deep as you need them, while the Folder Path ensures you never get lost while looking for a document. 


Folder Templates

Folder Templates automatically build a custom folder structure for each new record you create. Set rules for each Folder Template, and watch as your folders appear at the click of a button.


Move & Copy Folders

Need to reorganize? You can also use Folder Actions to move them within or between records. Copy your folders—and the files they hold—between records for seamless organization. 




Was this article helpful?
2 out of 3 found this helpful