I am trying to organize my documents to add to the checklist section. I uploaded the required documents then prepared them for my client's signatures. Then they were returned signed by all parties. Sooo, I now have 3 copies of that same file in my documents. Is there a way to manage/organize those? I am having to rename each one then send to Trash. Reason I am renaming them is that if I need to find it again for some reason, I'll know which version it is - meaning the uploaded version, the version prepared for the client to sign or the executed copy. HOpe this makes sense. I think if SkySlope can create folders with the Documents tab, that would help. That is how Dotloop is set-up and it was a good way to organize files.

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