Your Contractbook main private folders allow you to store all your contracts and drafts by default in My documents under the Documents tab and all your Templates in the main Templates folder under the Templates tab.
You can customize your folders structure by adding as many subfolders as you need under the available pre-existing main folders.
How to move a single Contractbook document to a private folder?
Go to the respective private folder the contract/template is located at and click on the three grey dots to the right of the contract/template you want to move. Choose Move to from the drop-down menu.
Then choose the private folder you want to move the contract/template to and press Confirm when the Summary matches your intended relocation.
How to move multiple Contractbook documents at once?
If you hover your cursor over one of your Contractbook documents you can see the associated to it checkbox appearing simultaneously on the left side of all available on the current page document titles.
You have now 2 options:
- Continue to select each document you wish to move one by one until all of them are selected;
- Or choose Select All from the located at the bottom of the page action bar.
Once all documents you want to relocate are selected, you can click on Move to, choose the private folder you want the selection moved to, and complete by clicking on Confirm.
If you access the folder you chose in the previous step you will find the document you have just moved to it.
How to move Contractbook templates to private folders?
In comparison to drafts and contracts, you can select and move one template at a time. You can do that by accessing Templates tab from the top main menu and clicking on the three small grey dots to the right side of the template's title. Select Move to from the drop-down menu and choose one of the available under your Templates main folder.
Once the summary in the pop-up window matches your intention, you can complete the relocation by clicking on Confirm.
If you then open the templates folder you relocated to, the template will be available there.
Do you want to use your folders together with your teammates? Contractbook shared folders are the right feature for your seamless team collaboration.