Nested Folder Creation in Vault module

What's new?

You can now create nested folders in the Vault module. This means you can organize your documents into folders within folders, giving you better control and structure.

Why does it matter?

With this update, teams can now group related files more intuitively—by project, category, or team—making navigation faster and file management easier. It also reduces clutter and enhances accessibility when managing large volumes of documents.

How it works:

• Go to the Vault module.

• To create a nested folder, open any primary folder and click the “Create Folder” button at the top.

• Name your new folder and click “Create.” You can keep nesting folders as deeply as needed.

• To move documents between folders, click the three-dot menu next to a file and choose “Move.”

Need help?

Your Customer Success Manager is always ready to help if you need assistance.

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