Organising files into folders

Files in Prospo are organised in a folder structure on each client's Files page. Prospo creates some folders automatically, and you can create your own to keep things tidy.

Browse the folder structure

Open the client's profile, click Files, and browse the folder tree in the file explorer. Click any folder to open it. The breadcrumb trail at the top shows your current location.

Create a new folder

1. Navigate to where you want the folder - inside an existing folder, or at the top level
2. Click New Folder
3. Type a folder name and confirm

Folder names must be unique within the same parent folder.

Move a file into a folder

1. Find the file in the file list
2. Click the More (⋮) icon on the file row
3. Select Move
4. Choose the destination folder and confirm

Folders Prospo creates automatically

• Meeting folders - created for each meeting, named by date and title (e.g. Meeting on 20-05-2026)
• Fact Find - stores fact-find documents
• General - default location for files not linked to a specific meeting

Rename a folder

Click the More (⋮) icon on a folder row and select Edit Info to rename it.

Delete a folder

Click the More (⋮) icon on a folder and select Delete. The folder and its contents move to the Recycle Bin and can be recovered within 90 days. See Recovering a deleted file from the recycle bin.