It's time to get organized! In this article, we'll review how to create folders and better manage your documents in SkySlope!

Note: Custom folders are only available in Transaction files (not Listing files).

STEP-BY-STEP GUIDE

Create a Folder

1. Start by opening your SkySlope Transaction file. Then navigate to the Documents tab.

2. On the Documents tab, locate the Add Folder button. After clicking Add Folder, you will be able to give your folder a custom name. Then click Save.

3. After you've created your folder, it will be added to the bottom of your Documents list.

Move Documents into a Folder

In the example above, we created a folder to house our backup offers. To better organize the Documents in our file, we want to move the backup offers into the appropriate folder.

1. On the Documents tab, locate and select the documents you wish to move into a folder. Be sure only to select documents you want to move into the same folder.

2. At the top of the Documents list, click on the Move button. Then select the folder you want to move the selected documents into.

Viewing Folder Contents

By default, all folders on the Documents tab are collapsed. This means you will need to click the + icon to expand the folder and view the documents inside.

You can also view folders when assigning documents from the Checklist tab!

Important Notes

• Deleting Folders — After creating a folder, you can delete it by clicking Delete on the right side of the page. If you delete a folder, this will not permanently delete any documents in the folder; instead, those documents will be moved to the Trash folder.
• Renaming Folders — After creating a folder, you can click Rename to update the folder's name, if necessary.