What Is Folders?
Create folders to organise your documents, templates, and forms by client, project, department, or document type. Drag and drop files into folders. Nest folders within folders for multi-level organisation. Share folders with team members. Find any document in seconds instead of scrolling through a flat list.
How Does Folders Work?
Go to your dashboard -> click 'New Folder' -> name it -> drag documents, templates, or forms into the folder. Create sub-folders for deeper organisation (e.g., Client A -> Contracts -> 2026). Share folders with specific team members. Filter and search within folders. Folders work across documents, templates, and forms.
How Teams Use Folders
Organising client documents by client name
Separating HR documents by type (offers, NDAs, policies)
Real estate agents organising by property address
Legal teams filing by case number
Accountants organising by tax year and client
Why BoloSign's Folders Is Different
Basic folder support varies. BoloSign offers nested folders with team sharing and search.
Pro Tips
Start by identifying your highest-volume document type - that is where Folders will save the most time.
Combine Folders with reusable templates for maximum efficiency.
Connect Google Sheets alongside Folders for real-time tracking.
Test Folders during the 7-day free trial with real documents.
Need a custom requirement? Contact BoloSign - custom features ship within 1 week.
Watch BoloSign in Action
See how easy it is to use Folders
Frequently Asked Questions
Everything you need to know about Folders
Related Features
Ready to try Folders?
Start your 7-day free trial. No credit card required.