Organizing your vault

Categories, tags, custom fields, and saved views.

7 articles

Manage your categories

Rename, recolor, add, and remove the buckets your documents are filed under.

3 min read

Tagging and filtering documents

Use free-form tags and the filter bar to slice your vault any way you like.

3 min read

Custom fields for extra metadata

Add your own typed fields, like account number or amount, and filter by them.

3 min read

Saved views

Pin the filtered views you use again and again.

2 min read

Filtering and bulk actions

Slice the vault by any dimension, then tag, move, or share many documents at once.

3 min read

Trash, restore, and retention

How deletion works, how to get something back, and when it's gone for good.

3 min read

Document versions and change history

Re-upload without losing the old copy, and see exactly what changed.

3 min read

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