Folders & organisation#

The Drive organises your business like a file explorer: folders (customers, job sites, fiscal years) holding documents. Each folder carries its context — linked template, pre-filled variables — inherited in cascade.

Create and file#

The New button: folder, sub-folder, document — generated directly in the current folder —, data import. A folder renames inline, moves, duplicates, deletes (with a choice: delete everything or keep documents). The Details panel shows a folder's configuration; an empty folder suggests its starting actions.

The linked template and the cascade#

A folder can be linked to a template: every document created inside inherits it. Variables resolve through the folder → parent folders → workspace cascade: set a value at the level closest to usage and it overrides the inheritance. The generation form shows which value is inherited and which is local.

Find a folder or a document#

• Breadcrumb: walk back up the hierarchy; ?folder=… in the URL restores a precise folder.
• Recently viewed: quick access at the top of the Drive.
• Drive search: filters the current view.
• Global palette (Ctrl+K / ⌘K): doc: searches documents only, client: customer records only. Opening a hit navigates to the folder, opens the document viewer or the studio depending on the type.

Next step#

• Generate a document from a folder.
• Reuse your data through registries.
• Share the work with your team.