File Management

Using the File Browser

The file browser is your main place for managing documents in OfficeDocs. You can use it to move through folders, locate files, and perform common file actions.

Accessing the File Browser

  1. Log in to your account.
  2. Open the Files module.
  3. Your files and folders are displayed in the file browser.

File Browser Interface

Navigating Folders

View Options

List View

image.png

Grid View

image.png

Quick Access Areas

File Actions

Right-click a file to access actions such as:

image.png

Searching

  1. Use the search box.
  2. Type a file name or keyword.
  3. Results appear as you type.
  4. Click a result to open its location or access the file.

image.png

Creating New Items

image.png

Creating Folders

Organize your documents by creating folders. Folders help you group related files and keep your file space clean and easy to manage.

Creating a New Folder
  1. Navigate to the location where you want the folder.
  2. Click the New button or the + Icon button.
  3. Select Folder.

    image.png

  4. Enter a name for the folder.

    image.png

  5. Click on Ok.
Folder Naming Tips
Creating Nested Folders
  1. Open an existing folder.
  2. Create a new folder inside it.

    image.png

  3. Continue nesting as needed.

    image.png

Tip: Try not to nest folders too deeply. In most cases, 3 to 4 levels is enough.

Folder Structure Ideas

By Project

Use project-based folders when you want to group all files related to one job or client.

Projects/
├── Project Alpha/
├── Project Beta/
└── Project Gamma/

By Date

Use date-based folders when you want to organize files by year, quarter, or another time period.

2026/
├── Q1/
├── Q2/
├── Q3/
└── Q4/

By Type

Use type-based folders when you want to separate documents by purpose.

Documents/
├── Reports/
├── Proposals/
└── Contracts/
After Creating