Tutorials

Organizing Your Documents

Learn how to navigate the file browser, create folders, switch views, and keep your documents well organized.

June 1, 2025
15 min read
DocumentsBeginner

This is an interactive ResolutU tutorial

Launch it in the app to follow along step-by-step

Requirements

  • Requires permissions: documents.viewdocuments.move
1

Your Document Workspace

This is where all your files, contracts, and documents are organized. A well-structured document library saves you time every day — let's walk through the tools that make it easy.

2

File Browser

This is the main content area where your folders and files are displayed. Double-click a folder to open it, or click a file to select it and see its details in the inspector panel.

3

View Mode Switcher

Click

Toggle between grid view and list view. Grid view shows large thumbnails, which is great for visual files like images and covers. List view shows more details at a glance — file size, type, and date. Go ahead and click to switch views!

4

Create a Folder

Click here to create a new folder or upload files. Organizing your documents into folders — by project, client, or date — makes them much easier to find later.

5

Action Toolbar

When you select files, this toolbar lights up with batch actions: rename, move to another folder, download, add to a bundle, tag, or delete. Select multiple items with Shift-click or Cmd/Ctrl-click.

6

Search Documents

Type

Type a file or folder name here to search across all your documents. The search looks through the current folder and all subfolders, so you can find anything quickly. Try typing something now!

7

Sort Controls

Click

Change how your documents are ordered — by name, date created, file size, or file type. Sorting helps you quickly locate the newest uploads or the largest files. Click to change the sort order!

8

Upload Files

Click the upload button to add files from your computer, or drag files directly into the browser window. Multiple files and entire folders are supported.

9

Inspector Panel

Click any file to open the inspector panel on the right. It shows a preview, metadata, tags, and bundle associations for the selected item.

10

You're Ready to Organize!

You now know how to browse, search, sort, and organize your documents. Create folders to group related files, use the view switcher to find what you need, and remember that the toolbar is always there for batch operations. Restart this tour anytime from the help menu.