Folders make it easier to manage and locate your documents as your organization grows. Instead of scrolling through long lists of files, you can organize documents into clear groupings that reflect your workflows, projects, or grant activity.
This feature helps streamline document management so your team can quickly find, access, and maintain important files—all in one place within Instrumentl.
Why use folders?
Folders help you stay organized and efficient as your Document Library grows:
Group and organize related documents to match your team’s workflows
Reduce time spent searching and keep your library clean, structured, and scalable as it grows
Manage large volumes of documents efficiently in one centralized location
Getting started with folders
Follow the steps below to begin organizing your documents using folders within your Document Library.
Create a folder
To create a new folder in your document library:
Navigate to the Documents tab
Click New Folder
Enter a folder name and click Create Folder
Your folder will now appear in your Document Library.
Note: Folders are created at a single level within your Document Library and cannot be nested inside one another at this time.
Move documents into a folder
You can move one or multiple documents at the same time:
Select documents using the checkboxes
Click Move to Folder
Choose your desired folder
Confirm your selection
Note: Documents can only live in one folder at a time. Moving a document will remove it from its previous location.
Upload documents into a folder
You can upload files directly into a folder within your library:
If you upload from the main document library, files will be added to the top level
If you upload while inside a folder, files will automatically be added to that folder
To upload documents to a folder:
Navigate to the Documents tab
Click to open the correct folder
Click Upload to folder
Note: Documents must be manually organized into folders—folders are not created automatically.
Manage your folders
You can update or remove folders at any time.
Rename a folder
Click the ••• (three dots) in the "Actions" column on the right
Select Rename
Enter the new name
Save your changes
Delete a folder
Click the ••• (three dots) in the "Actions" column on the right
Select Delete
Confirm your action
Note: Deleting a folder does not delete the documents inside—it only removes the folder structure.
How folder permissions work
Folders follow the same permissions as your documents:
Users can create, edit, and delete folders if they have access to the documents
Folders will only be visible if you have access to at least one document inside
This ensures that document visibility and access remain consistent across your account.
Things to keep in mind
Folders are designed to help organize documents within your document library
Documents can be moved in bulk to speed up organization
Folder visibility is based on document access (folders will only be visible if you have access to at least one document inside)
Folders are currently limited to organizing documents within the document library only
Organizing your documents with folders makes it easier to manage your grants and keep your team aligned. As your document library grows, folders help ensure everything stays structured and easy to find.
Contact Us
If you have any questions about using folders, we’re here to help! Message our support team via the chat bubble when logged into your account, or email us at hello@instrumentl.com.