How to Organise Your Reports in Folders
Updated
Short answer
Open My documents in the left sidebar. Click + next to Folders, name the folder, pick a colour and click Create folder. Then click the folder icon on any report (Move to folder) and choose where it goes. You can also pick a folder under Save to folder in Scan options before you run a check.
Create a folder
- Sign in to the web app and click My documents in the left sidebar.
- Next to Folders, click + (New folder).
- Type a name — for example “Research Papers” — choose a colour and click Create folder.
Move a report into a folder
- In My documents, find the report in the list.
- Click its folder icon (Move to folder).
- Pick a folder, or Unfiled to take the report out of its folder. You’ll see Moved to folder or Removed from folder.
To file a report as you create it, choose a folder under Save to folder in the Scan options panel before you click Scan now. It’s optional — leave it on No folder to skip.
Find reports quickly
- All reports shows everything; click a folder to see just its reports.
- Use the search box (Search … reports) to find a report by name.
- Sort by Most recent, Name (A→Z) or Score.
Rename or delete
- Rename a folder — double-click its name, type the new name and press Enter.
- Delete a folder — click its trash icon (Delete folder). The reports inside aren’t deleted; they become unfiled.
- Rename a report — click the pencil icon (Rename) on its row.
- Delete a report — click the trash icon (Delete report). This is permanent and can’t be undone.
The Reports page
Reports in the sidebar lists every check with its status — Completed, Processing, Pending, Partial or Failed — its scores and when it ran. Each row’s More options menu (⋯) has View report, Download PDF, Rename, Copy link and Delete. See How to share a report or download a PDF.