Organise documents with folders

Overview

Folders keep your committee’s documents easy to find. Process PA supports a nested hierarchy — root folders, second-level folders inside them, and third-level folders inside those — so you can mirror the way your committee already organises its paperwork.

The folder hierarchy

• Root folders — top-level folders in your document library.
• Second-level folders — created inside a root folder.
• Third-level folders — created inside a second-level folder.

You can build the structure as deep as three levels, and files can live at any level.

Create a folder

A root folder

1. Open the Documents page for your committee.
2. Create a new folder at the top level and give it a name.

A second- or third-level folder

1. Open the parent folder.
2. Create a new folder inside it.
3. Repeat to add a third level within a second-level folder.

Working with files in folders

Once your structure is in place you can:

• Upload a file or multiple files into any folder.
• Move a file between folders to reorganise.
• Set a default folder — root or nested — so new documents land where you expect.

Tips

• Plan a simple, shallow structure first; you can always add depth later.
• Set the folder you use most as the default to save clicks.

Page Details

Updated on July 16th, 2026