Organizing your vault

Filtering and bulk actions

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

3 min read · Updated June 28, 2026

However you organize, the filter bar at the top of the vault lets you slice it by any dimension at once, and once you've narrowed things down you can act on many documents together.

The Stoatify vault with the filter bar across the top and a grid of document cards below
Filter by category, tag, contact, field, folder, and more, all at once.

Filter by anything

  • Category, Tag, Contact, Field, Folder, and Storage path, combine as many as you like.
  • Direction (incoming or outgoing) and date ranges.
  • Sort by date, name, or category, and switch between grid and list.
  • The Inbox filter surfaces documents you haven't triaged yet.

Act in bulk

  1. 1Choose Select and tick the documents you want (or select all).
  2. 2Apply an action to the whole set: add or remove tags, move category or folder, or share.
  3. 3A bulk delete moves everything selected to Trash in one go.

Tip

Turn a filter you use often into a saved view so it's one click next time.

Was this article helpful?

Ready to try it?

Open your vault and put this into practice.

Open app