Create folders

Keeping your templates organized is easy with folders in DocuSeal. Here’s how you can create a new folder or move templates into existing ones:

• Create a new folder
• Move a template to an existing folder
• Create a new subfolder
• Drag and Drop folders

Create a new folder

1. Upload your documents as usual.
2. On the right side of the template row, click Move.
3. In the folder input field, type a new folder name and press Move.
4. This automatically creates the folder and moves your template into it.

Move a template to an existing folder

1. Click the Move button next to the template.
2. From the dropdown list (of all existing folders), select the folder where you’d like to move the template.

Create a new subfolder

1. Open the folder where you want to create a subfolder.
2. On the right side of the template row, click Move.
3. In the folder input field, type the new subfolder name and press Move.
4. This will automatically create the subfolder and move your template into it.

Note: If you want to create a subfolder without first moving the template to the parent folder, when entering the new subfolder name, use the format: “Parent Folder / Subfolder Name”.

Drag and Drop folders

1. Open the template dashboard where you already have a folder, or open the parent folder where the subfolder is located.
2. Drag and drop your template from the template grid (or file from your computer) to the folder/subfolder.
3. The template will be automatically moved to the selected folder/subfolder.