Creating & Organizing Folder Structures

elDoc supports flexible multi-level folder structures, making it easy to organize documents according to business requirements.

Folder structures can be created in three ways:

• Create Folders Manually: Use New Folder to create folders and subfolders directly in elDoc.
• Upload Existing Folders: Upload complete folders together with their files. The existing folder structure will be preserved within elDoc.
• Organize with AI Agents: When GenAI is enabled, use AI Chat to ask an AI Agent to create or reorganize folder structures based on document content and provided instructions. The AI Agent will propose the changes for review and approval before applying them.

Tip: AI Agents are particularly useful for classifying and organizing multiple documents. Before running an AI Agent, make sure the OCR Text Index status is Ready.