By the end of this guide you'll know how to organize your documents into folders in the Covercy One Document Center, move a document from one folder to another, delete a folder and understand what happens to its contents, and read the "Shared with" column to see who can access each document.
Note
You need access to the GP workspace to organize documents. Moving documents, deleting folders, and the "Shared with" column are GP-only — investors viewing the Document Center don't see these actions. If you can't see the Document Center or its actions, ask a workspace admin to grant you access.
How folders work
The Document Center behaves like a file explorer. Each folder shows only the documents placed directly inside it, not the documents inside its subfolders. When you first open the Document Center you start at the root level, which shows only documents that aren't in any folder. There is no "All Documents" view that lists everything at once — to find a document, open the folder it lives in.
In the folder tree, a top-level folder that contains subfolders opens already expanded, so its immediate subfolders are visible without clicking. A top-level folder with no subfolders shows no expand control. Folders nested deeper stay collapsed until you expand them yourself.
Move a document to another folder
- Open the folder that currently holds the document so it appears in the document table.
- Open the document's row action menu and select Move to…
- In the folder picker dialog, choose the target folder from the folder tree. To take the document out of every folder, choose Root. The folder the document is already in is shown but can't be selected.
- Confirm the move. The document table refreshes and the document now appears in the target folder.