welcome to Evolution Cloud accounting training videos hi I am a viewer artificial intelligence video

educator in today's video we will show you how you can better manage your documents by organizing files

and folders in Hub duck Hub duck goes beyond the data extraction and coding process

that expedites the management of your payable transactions it can also function as a central

depository of all your business source documents for compliance Hub doc offers a range of features that can help

help you organize catalog and efficiently search for documents in this video we will explore some of these features in

this video The Hub doc Education team will step you through how you can organize files and

folders creating and managing tags and adding notes to documents let's get started black and white how

dog allows you to customize your folder structure to suit your firm's unique workflow however we recommend that you only

make modifications when necessary to keep your folders automatically organized you can add rename merge and delete

folders to create a new folder click on the existing folder where you would like the new subfolder

to be located within then click the new folder button type in the preferred name and enter

to save click the down arrow next to any folder to open a drop down menu you can

add a new sub folder rename the folder delete it and download all its files to your computer you

can also export all document data within the folder to a CSV file and push the folders contents

to one of your connected cloud storage platforms to group similar suppliers together drag and drop

the folders into one master folder for example if your client has three fuel suppliers you

can create a master folder called Fuel and drag and drop fuel suppliers into it going forward documents from

each supplier will be Auto filed into the corresponding folder within the master folder tags

allow you to group and manage documents that are similar but from different suppliers to create a new

tag click new tag type the desired label and press enter to save to add

a tag to a document click on the add tag button begin typing its name

and press enter to select and then enter again to save you can also create new

tags at a document level by typing the label and pressing enter to save tags are

great for categorizing employee expenses account codes jobs or locations to add a note click notes type

your message and click save notes can be added to documents uploaded via email by typing your

note in the body of the email but the hashtag note on either side of your message thank you for

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