Our folder features includes a dedicated folders index page, plus a new look home view where your team users can pin their most used or favourite folders. Everyone on your team can customise which folders they pin to their workspace so its unique to you!

In this FAQ we'll cover creating new folders, the folder index page, and how to pin folders.

You can create folders to organise and store all your reports. This could be for each of your clients, brands, months, regions... However you like.

From the Books home page click on 'New':

Name your new folder, click save and you can now create new books straight from this folder; or import existing books to it!

You can also create folders inside the main A-Z folders index page. Click on the 'new folder' link to add one!

We'll show the most recently updated books first on your books homepage so you can quickly access the reports you're working on now.

Your folders will also show in a scrolling list on the left hand side. If you have a lot of folders, you can use CMD+F or CTRL+F to quickly find them. You can also click on the Folders link in the main menu bar to access an A-Z lis of all your folders.

And there's a 'see all folders' link at the bottom of your homepage:

All your folders are listed in A-Z order. Click into a folder to view and access the reports saved to it.

You can pin up to 60 folders to your pinned list, so all your most used folders are always on hand for you to access.

You can pin and unpin a folder by clicking on the pin icon in the main books homepage, the A-Z folders index and when you're inside a folder.

You'll see any pinned folders appear at the top of your list:

And when you're in the A-Z index and inside a folder you'll see the option to pin and unpin a folder.

To unpin a folder just click the pin icon and we'll remove it from your pinned list.

When pinning folders you can customise the order. The first folder you pin will go at the top of your list, and so on for any more pinned folders you add.