Managing folders

Create a new folder for storing documents

  1. Click Inbox in the left navigation pane

  2. Click the more options Three Dots next to Sort By

    Inbox (preview) - Managing documents - History - NEO

  3. Click Folders

  4. Click New

  5. Enter a folder name and select a Parent Folder, if applicable

  6. Click Save

    Inbox (preview) - Managing folders - New Folder - NEO

Edit or Delete a folder

  1. Click Inbox in the left navigation pane

  2. Click the more options Three Dots next to Sort By

  3. Click Folders

  4. Click the name of the folder you'd like to delete

  5. Hover your cursor over Details, click Details

    Inbox (preview) - Managing folders - Folder Details - NEO

  6. Click the Edit icon to edit the folder

  7. Click the Trash Can icon to delete the folder

    • Any documents in the deleted folder will remain, but will still be accessible via the Documents link

    Inbox (preview) - Managing folders - Folder Edit/Delete - NEO

Re-activate a deleted folder

  1. Click Inbox in the left navigation pane
  2. Click the more options Three Dots next to Sort By
  3. Click Folders
  4. Check the Show Inactive Documents box at the bottom of the folders list
  5. Select the appropriate folder from the list
  6. Click the Trash Can icon to undelete