Managing Documents in Agrello Using Folders

Creating Folders

1. Click on the three dots icon next to your workspace name
2. Select "Create folder"
3. Name your folder and click "Create"

Adding Subfolders

1. Select the main/parent folder
2. Click the three dots menu for that folder
3. Choose "Create subfolder"
4. Name your subfolder and click "Create"

Best Practices for Document Organization

• Use clear, descriptive names for folders and documents
• Create a folder structure that mirrors your business processes
• Use subfolders to further categorize documents within main folders
• Regularly review and archive old documents

Document Management Features

Agrello offers several features to help you manage your documents efficiently:

• Search Function: Quickly find documents using keywords
• Filters: Sort documents by status, date, or document type
• Bulk Actions: Perform actions on multiple documents at once
• Access Control: Set permissions for team members

Tips for Efficient Document Management

1. Use Templates: Create templates for frequently used documents to save time
2. Set Up Notifications: Stay informed about document status changes
3. Regular Clean-up: Archive or delete unnecessary documents to keep your workspace tidy
4. Utilize Tags: Use tags to categorize documents across different folders

Need Help?

If you have any questions or need assistance, our support team is here to help. Just send an email to support@agrello.org

Remember, efficient document management is key to streamlining your business processes. With Agrello, you're on your way to a more organized, productive workflow!

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