Organize contracts, receipts and forms
Use the document surfaces according to the task: documents, folder grouping, workspace context and activity history.
- Import a small set of clearly named documents. Start with fictional examples.
- Create or choose an appropriate folder and group related documents using the available organization controls.
- Use a workspace for the relevant context and inspect Activity when you need to return to recent work.
- Leave the workflow and find the intended file again. Check its version before acting or sharing.