Organizing your vault

Categories, tags, contacts, fields, folders, and saved views.

10 articles

Manage your categories

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

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

Link documents to the people, organizations, and equipment they involve.

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

Group documents into a familiar nested folder tree, alongside categories.

Define a path template and let documents sort themselves into a tidy structure.

Pin the filtered views you use again and again.

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

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

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