File Vault

Organizing Files

Create and manage folders to keep your files organized in PineBill File Vault.

Quick Start

Organize your files with folders and subfolders for easy access and management. Create a structured filing system that matches your business needs.

Creating Folders

Products page overview

1. Open Create Folder Dialog

  1. Navigate to File Vault
  2. Click New Folder button
  3. Folder creation dialog opens

2. Name Your Folder

  • Enter a descriptive folder name
  • Use clear, searchable names
  • Maximum 255 characters

Avoid:

  • Special characters: / \ : * ? " < > |
  • Very long names that get truncated

3. Select Location

  • Root: Create at top level
  • Inside Folder: Select parent folder for subfolders

4. Create

  1. Click Create Folder
  2. Folder appears in your vault immediately
  3. Upload files or create subfolders inside

Deleting Folders

Delete Empty Folder

  1. Navigate to folder
  2. Click folder options menu
  3. Select Delete Folder
  4. Confirm deletion

Delete Folder with Contents

Warning: Deleting a folder deletes all files and subfolders inside.

  1. Click folder options menu
  2. Select Delete Folder
  3. Review contents count
  4. Type folder name to confirm
  5. Click Delete Permanently

Recovery:

Deleted folders and files cannot be recovered. Ensure you have backups if needed.

Folder Navigation

Products page overview

Use breadcrumbs at the top to:

  • See current location path
  • Jump to parent folders
  • Return to root quickly

Example: Home > Clients > Acme Corp > Invoices

Quick Actions

  • Back Button: Return to previous folder
  • Search: Find files across all folders
  • Filter by Folder: Show files only from specific folders

Folder Structure

Hierarchical Organization

Create nested folder structures:

Best Practices

By Category:

By Date:

By Client/Project:

File Vault

Secure file storage, organization, and sharing capabilities in PineBill.

Sharing Files

Generate secure sharing links with password protection and expiration for your files.

On this page

Quick StartCreating Folders1. Open Create Folder Dialog2. Name Your Folder3. Select Location4. CreateDeleting FoldersDelete Empty FolderDelete Folder with ContentsFolder NavigationBreadcrumb NavigationQuick ActionsFolder StructureHierarchical OrganizationBest PracticesRelated Topics
Organizing Files | PineBill Documentation