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File and Folder Organization

Customize the automatic organization of files and messages to suit your needs better. Upload files directly to a contact or subfolder without sending a secure message.

  • How to Create and Use Subfolders

    When to use Subfolders? All your secure messages (with files) and e-sign requests are automatically organized by contacts (clients). You may use the search box toward the top (when logged in to your E...

  • Pending Folders: what does this mean?

    The pending flag on a folder means that the latest message from that client is an incoming one, meaning you have not yet replied to that client (within Encyro). The pending flag may not always be usef...

  • File Versions

    If you upload a file with the same name as an existing file in a folder, or move a file to a destination folder where a file with the same name exists, then the system treats those files as versions o...

  • Handling Conflicting Wishes for Folder Organization

    Suppose you sent a secure message to a contact. The contact moved it to a folder 2020.  This move will show on your side too. However, suppose you wanted to move the message to a folder named Bookkeep...

  • How to Move Items to Another Contact

    How can I move a message, file, or subfolder from one contact folder (or subfolder) to another contact folder? The Move option on secure messages, e-sign requests, and folder files, as well as on subf...