Hi Alyssa

Thanks for posting this question! Here are some of our best tips and tricks to manage and organize documents.

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  Use the "Search documents" bar in the upper-right corner of the Homepage and Documents page. Click More Search Options to narrow your search by keyword location document attributes and more.


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  Standardize a document titling convention to make searching and locating documents easier.


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  Set document organization preferences using the icons next to the "Search documents" bar. These options include List view or Grid view and Sort order.


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  Use folders to organize similar documents in one location (org charts is one example).


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  Star important documents by clicking the star icon that appears when you hover your cursor over a folder or document tile. This will add it to the Starred Items folder in your account.

I hope this helps! Let us know if you have any additional thoughts or questions.