Do you always need the same folders across your different conversations? You can make them appear automatically in all your conversations ⚙️
⚠️ You must be an administrator or account owner to do this!
To change the default folder structure:
Go to Settings (left-hand menu)
Click on Default folders
Click Add a folder
Name the folder and it’s created ✅
Hover over a folder to display more options (add a subfolder, delete, rename)
Don’t forget to confirm your changes by clicking Save changes
💡 Tip: You can drag and drop folders to reorganize the structure.
⚠️ The new folder structure only applies to new conversations, created after the changes have been saved!
To change the folder structure in existing conversations:
Go to the conversation in question
In the Documents section (on the far right of your screen), click on the three dots
Click Manage folders
Reorder, create, or edit the folders in that conversation
Once you’re satisfied with the new organization, click OK
⚙️ This only affects the selected conversation!
Need more help? ➡️ Contact support 💬