Organizing with Folders

Keep your contracts organized with DealView's flexible folder system.

Creating Folders

1. Navigate to Contracts
2. Click New Folder in the sidebar
3. Enter a folder name
4. Press Enter or click Create

Folders appear in the sidebar for quick navigation.

Folder Structure Ideas

By Department

├── Legal
├── Sales
├── HR
├── Procurement
└── Finance

By Client

├── Acme Corporation
├── TechStart Inc
├── Global Services
└── Regional Partners

By Contract Type

├── NDAs
├── Master Agreements
├── Statements of Work
├── Employment
└── Vendor Contracts

By Status

├── Active
├── Pending Signature
├── Under Negotiation
└── Archive

Moving Contracts

Single Contract

1. Click the contract row
2. Drag to the target folder in the sidebar
3. Or right-click → Move to Folder

Multiple Contracts

1. Select contracts using checkboxes
2. Click Move in the bulk actions bar
3. Choose the destination folder

Nested Folders

Create subfolders for deeper organization:

1. Right-click a folder
2. Select New Subfolder
3. Name the subfolder

Maximum depth: 5 levels.

Folder Actions

Right-click any folder to:

• Rename - Change the folder name
• New Subfolder - Create a child folder
• Move - Relocate to another parent
• Delete - Remove (moves contracts to root)
• Permissions - Set access controls (Pro+)

Folder Permissions

On Professional+ plans, restrict folder access:

1. Right-click the folder
2. Select Permissions
3. Add users with access levels:
   • Full Access - View, edit, delete
   • Edit - View and edit
   • View Only - Read-only access
4. Save changes

Searching Within Folders

Limit search to a specific folder:

1. Click the folder to view its contents
2. Use the search bar - results are scoped to that folder
3. Or use the filter: Folder is [folder name]

Default Folder for Uploads

Set where new uploads go:

1. Go to Settings → Workspace
2. Find Default Upload Folder
3. Select your preferred folder
4. Save changes

New uploads will automatically go to this folder.

Best Practices

1. Plan first - Design your structure before importing contracts
2. Keep it simple - Avoid overly deep nesting (3 levels max recommended)
3. Use consistent naming - Establish naming conventions for folders
4. Review regularly - Archive old folders, consolidate duplicates
5. Document structure - Share folder organization with your team

Deleting Folders

When you delete a folder:

• Contracts move to the root level (not deleted)
• Subfolders are also deleted
• Action cannot be undone

To delete:

1. Ensure folder contains no critical contracts
2. Right-click → Delete
3. Confirm the deletion