Folders let you group related automations together, making it easier to find and manage them as your workspace grows.
Creating Folders
- In the DocsAutomator dashboard, click the + New Folder button in the sidebar
- Enter a name for your folder (e.g., “Client Invoices”, “HR Documents”, “Marketing”)
- The folder appears in the sidebar navigation
Moving Automations to Folders
Individual automations
Right-click an automation or use its context menu to move it into a folder. You can also move it back out to the top level.
Bulk operations
Select multiple automations using the checkboxes, then use the bulk action menu to:
- Move to folder: Move all selected automations into a specific folder
- Remove from folder: Move all selected automations back to the top level
Managing Folders
Renaming
Right-click a folder in the sidebar and select Rename to change its name.
Deleting
Right-click a folder and select Delete. When you delete a folder, the automations inside it are not deleted — they are moved back to the top level.
Deleting a folder cannot be undone, but your automations are preserved.
Tips
- Use folders to separate automations by client, department, or document type
- Folder names appear in the sidebar with a count of automations inside
- Each automation can only belong to one folder at a time
- Automations without a folder appear at the top level of your dashboard
