Folders
Organised by default.
Folders for documents. Folders for signers. Each folder can carry its own logo so a client folder looks like that client.
Stop scrolling. Start filtering.
A document list of three hundred items is useless. Group by client, project, or cohort and the list becomes navigable again. Generated batches land in their destination folder, not the main pile.
Document folders
Big visual tiles, not a small text dropdown.
Tap a tile to filter the list. Generate Documents picks a destination folder up front so the batch lands organised — 80 contracts go into "Q4 onboarding", not into the main pile.
- Visual tile strip, not a text list
- Per-folder logo override
- Bulk move-to-folder action
- Mail-merge destination folder built in
Acme Co.
14 docs
Northwind
9 docs
Q4 onboarding
18 docs
Vendor agreements
7 docs
Real estate · 2026
23 docs
Drafts
4 docs
Signer folders
Group your address book the same way.
Useful if one company manages signers across multiple clients. Bulk-move signers into a folder, then send a campaign just to that subset. Folder tabs at the top of the signers list, no extra clicks.
- Same tile pattern as documents
- Bulk-move signers from the rolodex
- Per-folder logo, same as documents
- Search and filter scoped to the active folder
John Dorian
john@acme.co
Sara Khalil
sara@acme.co
Mike Larson
mike@vendor.io
Anna Reid
anna@vendor.io
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