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Documents page - folder management & organizing your content

Updated over 10 months ago

What is the documents page

The documents page allows you to manage your existing documents and create new ones within folders.

You can make a content plan - set schedule dates, assign tasks to team members, track progress and even manage SEO metrics.

Opening the documents page

From the dashboard menu, click on ‘Documents’:

Here you can view all your documents and folders in your current workspace:

Showing & hiding document fields

Click on the 'display fields' dropdown in the top-right to add additional fields for managing team content or SEO management:

Creating folders

In this example we currently working in our root folder ‘Documents’. We can click add new documents and folder by clicking on the folder:

Let’s click on a ‘New Folder’. We are now working within the new folder:

Creating documents

We are currently working in the folder 'New folder'. We can click on it to open the folder menu and then we can click 'New Document':

Our new document has been created:

Let’s click on 'New folder' in the top left to back to your folder:

We can see our new document is stored within 'New folder':

Changing folders

We can head back to our root folder by clicking on documents in top-left and highlighted in blue in the image below:

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