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How to Organize Your Documents
How to Organize Your Documents

Discover how to efficiently organize your documents in AutoNotes using folders and manage them effectively for easy access.

Updated over a week ago

Organizing your documents efficiently in AutoNotes not only enhances your productivity but also ensures ease of access and better management of your information. This guide provides detailed steps on how to create new folders, manage existing documents, and ensure your files are well-organized within the AutoNotes system.

Creating a New Folder

  1. Navigate to the Documents Page: Log into your AutoNotes account and go to the "Documents" page.

  2. Access the Folders Tab: Click on the "Folders" tab to view your current folder structure.

  3. Create a New Folder:

    1. Click the "New Folder" button. A popup titled "Create new folder" will appear.

    2. Enter the desired "Folder name" and an optional description to help identify the folder's contents.

    3. Click the button "Create" to add the folder to your list.

Note: To maintain privacy, avoid using full identifying information in folder names. For instance, use 'John S.' instead of 'John Smith'.

Adding Documents to Folders

  1. Find Your Document:

    1. Switch to the "All Documents" tab to see a list of all your saved documents.

    2. Click on the document you want to organize.

  2. Edit Document Location:

    1. Under "File" at the top, beneath the template name, find the "Location" field which shows the current path of the document.

    2. Click the "Edit" button (marked with a pencil icon) next to the field. A popup titled "Choose folder" will appear.

  3. Select or Create a Folder:

    1. In the popup, use the search bar or browse through the list of folders on the left side to find the appropriate folder.

    2. You can also create subfolders within existing folders. For example, if you select "John D.'s" folder, you can either place the document directly into this folder or into a sub-folder like "Progress Notes" if it exists.

  4. Save Changes:

    1. After placing the document in the desired folder or sub-folder, click "Save" to update the document's location.

Finalizing Changes

  • Ensure all changes are saved by clicking the "Save" button at the bottom left of the page, located next to the "New Document" and "Download as PDF" buttons.

Organizing your documents into folders in AutoNotes simplifies navigation and improves the management of your digital files. By following these steps, you can ensure that your documents are not only secure but also arranged in a way that makes them easily accessible for your daily needs. This structured approach to document management will help you maintain a tidy digital workspace conducive to efficiency and productivity.

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