In this article, you'll learn how to organize your documents using project folders in Flou.
Benefits of Organizing Your Documents in Flou:
When managing multiple documents, it can be difficult to keep everything organized. By using Projects in Flou, you can group related documents into folders, making it easier to find and manage them. This helps keep your workspace tidy and ensures you can quickly locate important files.
Here are three benefits of organizing your documents in Flou:
Improved Organization: Group documents into projects for better management.
Enhanced Searchability: Use filters within projects to quickly find specific documents.
Customizable: Tailor your project folders to suit your workflow by setting filters and permissions.
How to Organize Your Documents with Project Folders in Flou:
Step 1 – In your "Projects" view, click on "Add New Project".
Step 2 – Create a new project by typing the name you want to use.
Here, you can also choose who can edit the project folder, whether it's just you or other team members as well.
Step 3 – Customize your project folder with filters.
Once you've created your new project, it's time to set it up. Select the project. Initially, you'll see all the documents. Use the filter tool to select the documents you want to see inside your project.
You can filter by type of contract, parties, status, and tags.
Once you apply the project's filter, every document you create that meets the criteria will automatically be added to your project's folder.
By following these steps, you can keep your documents well-organized and easily accessible, ensuring a smoother workflow in Flou.