What Are Folders?
Folders let you organize emails into logical groups — e.g., “Complaints,” “Orders,” “Invoices.” Each email can be assigned to one folder.
Creating a Folder
- Go to Mail → Folders
- Click + (New Folder)
- Fill in:
- Name — unique folder name
- Description — optional description of the folder’s purpose
- Responsible person — user, group, or team
- Department — optional department assignment
- Save
Assigning Emails to a Folder
Emails can be assigned to a folder:
- Manually — from the email view
- In bulk — selecting multiple emails and changing the folder
- Automatically — via filters (condition + “move to folder” action)
Folders and Departments
Folders can belong to a department. The folder name must be unique within the department and account.
Hiding Folders
A folder can be hidden — it won’t appear in the selection list, but assigned emails remain unchanged. This is useful when a folder is no longer relevant.
Important Information
- The folder name must be unique within the account and department
- Deleting a folder does not delete emails — they become unassigned
- A folder has an email counter for non-archived messages
- An email can belong to one folder