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href="/docs/category/manage-docs-using-opensign-drive"><span>Manage Docs using OpenSign™ Drive</span></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">Create Docs & Folders</span></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><div class="row"><div class="col col--12 markdown"><header><h1>Organize Documents using OpenSign™ Drive</h1></header>
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<p>OpenSign Drive offers a streamlined way to manage, sign, and request signatures on your important documents. Whether you're drafting an offer letter or storing signed agreements, organizing your documents effectively is crucial. Here’s a step-by-step guide on how to create documents and folders in OpenSign Drive.</p>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="1-accessing-opensign-drive">1. Accessing OpenSign Drive<a href="#1-accessing-opensign-drive" class="hash-link" aria-label="Direct link to 1. Accessing OpenSign Drive" title="Direct link to 1. Accessing OpenSign Drive" translate="no"></a></h3>
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<p>After logging into OpenSign, navigate to the left-hand sidebar and click on "OpenSign Drive." This will open the OpenSign Drive page where you can see all your stored files.</p>
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<img width="828" alt="OpenSign drive" src="https://github.com/user-attachments/assets/365cce22-899a-4162-a7a0-41a7b49504a3">
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="2-creating-a-new-folder">2. Creating a New Folder<a href="#2-creating-a-new-folder" class="hash-link" aria-label="Direct link to 2. Creating a New Folder" title="Direct link to 2. Creating a New Folder" translate="no"></a></h3>
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<p>Organizing your documents into folders helps you keep track of different categories of files.</p>
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<p><strong>Step 1:</strong> In the OpenSign Drive window, look for the "+" icon at the top-right of the screen.<br>
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<strong>Step 2:</strong> Click the "+" icon and select "Create Folder" from the dropdown menu.<br>
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<strong>Step 3:</strong> A dialog box will prompt you to name your new folder. Enter a descriptive name and hit "Add."<br>
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<strong>Step 4:</strong> Your new folder will appear in the main area of OpenSign Drive, ready to store your documents.</p>
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<img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/73dfb391-c184-45f6-8f06-e716ced258c0">
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="3-creating-a-new-document">3. Creating a New Document<a href="#3-creating-a-new-document" class="hash-link" aria-label="Direct link to 3. Creating a New Document" title="Direct link to 3. Creating a New Document" translate="no"></a></h3>
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<p>To create a document for self-signing or by requesting a signature, you can do so by selecting the appropriate option from OpenSign Drive.</p>
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<p><strong>Step 1:</strong> Click the "+" icon in the top-right corner of OpenSign Drive.<br>
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<strong>Step 2:</strong> This time, choose "Sign Yourself" or "Request Signatures" depending on whether you want to sign the document yourself or send it to others for their signatures.<br>
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<strong>Step 3:</strong> When you select the "Sign Yourself" or "Request Signature" option, the document creation page will open, allowing you to enter details such as the document title, description, notes, and other necessary information. You can also choose an OpenSign Drive folder to store your document. Once you’ve selected the folder and created the document, it will be saved in that folder, making it easily accessible from your OpenSign Drive.</p>
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<img width="828" alt="Create new document" src="https://github.com/user-attachments/assets/8987b111-4fd3-4bbd-b8cb-32ee7959f05e">
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="4-organizing-documents">4. Organizing Documents<a href="#4-organizing-documents" class="hash-link" aria-label="Direct link to 4. Organizing Documents" title="Direct link to 4. Organizing Documents" translate="no"></a></h3>
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<p>After creating or uploading documents, it's crucial to organize them effectively. Here are some options available in OpenSign Drive for managing your documents:</p>
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<img width="828" alt="OpenSign Drive Options" src="https://github.com/user-attachments/assets/350c7f0b-7751-419d-85bd-3d4ca68c1485">
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<ul>
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<li class="">
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<p><strong>Download:</strong> To download a document, right-click on it and select the "Download" option. This will save a copy of the document to your device.</p>
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</li>
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<li class="">
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<p><strong>Rename:</strong> If you need to rename a document, right-click on it and choose the "Rename" option. This will allow you to edit the document's name.</p>
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</li>
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<li class="">
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<p><strong>Move:</strong> To move a document to a different folder, right-click on the document and select the "Move" option. You'll see a list of existing folders, along with the option to create a new folder. Select the desired folder or create a new one, then move the document to that location.</p>
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</li>
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<li class="">
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<p><strong>Delete:</strong> If you wish to delete a document, simply right-click on it and choose the "Delete" option. This will remove the document from your OpenSign Drive.</p>
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</li>
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</ul>
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<p>Organizing your documents properly ensures that you can easily find and manage them whenever needed.</p>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="5-managing-documents">5. Managing Documents<a href="#5-managing-documents" class="hash-link" aria-label="Direct link to 5. Managing Documents" title="Direct link to 5. Managing Documents" translate="no"></a></h3>
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<p>OpenSign Drive offers a variety of tools to help you manage your documents efficiently, one of the most useful being the Status Indicators system.</p>
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<p><strong>Status Indicators</strong></p>
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<p>These indicators are represented by different icons on your documents, allowing you to instantly recognize their current status:</p>
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<ul>
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<li class="">
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<p><strong>Signed (Green Check Mark):</strong> This icon signifies that the document has been fully signed and is complete.</p>
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</li>
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<li class="">
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<p><strong>Pending Signature (Yellow Paper Airplane):</strong> Documents with this icon are awaiting signatures from one or more parties.</p>
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</li>
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<li class="">
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<p><strong>Draft (Blue Paper Clip):</strong> A Blue Paper Clip indicates that the document is in draft form and has not yet been sent out for signatures.</p>
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</li>
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<li class="">
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<p><strong>Declined document (Red Exclamation Mark):</strong> This icon highlights documents that require immediate action, indicating that the document has been declined.</p>
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</li>
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<li class="">
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<p><strong>Expired (Gray Hourglass):</strong> A gray hourglass indicates that the document is expired.</p>
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<img width="828" alt="Create new folder" src="https://github.com/user-attachments/assets/e56c01f8-2e9e-4acc-bd04-52a323303820">
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</li>
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||
</ul>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="6-filter-and-sort-documents-in-opensign-drive">6. Filter and Sort Documents in OpenSign Drive<a href="#6-filter-and-sort-documents-in-opensign-drive" class="hash-link" aria-label="Direct link to 6. Filter and Sort Documents in OpenSign Drive" title="Direct link to 6. Filter and Sort Documents in OpenSign Drive" translate="no"></a></h3>
|
||
<p>OpenSign Drive provides a powerful and easy-to-use interface for managing your documents. To help you quickly find and organize your files, OpenSign Drive offers several sorting and filtering options, allowing you to arrange your documents by name or date, in either ascending or descending order.</p>
|
||
<img width="861" alt="OpenSign filters" src="https://github.com/user-attachments/assets/1171d581-cb28-47bb-a5c9-632b6b458155">
|
||
<ul>
|
||
<li class=""><strong>Sorting Documents by Name:</strong>
|
||
To sort your documents alphabetically:</li>
|
||
</ul>
|
||
<ol>
|
||
<li class="">Click on the Sort dropdown menu in the upper right corner of the OpenSign Drive interface.</li>
|
||
<li class="">Select "Name" from the dropdown list. This will arrange your documents alphabetically by their titles.</li>
|
||
<li class="">You can then choose to order them in ascending (A-Z) or descending (Z-A) order by toggling the "Ascending" or "Descending" option.</li>
|
||
</ol>
|
||
<ul>
|
||
<li class=""><strong>Sorting Documents by Date:</strong>
|
||
If you prefer to sort your documents based on when they were created or modified:</li>
|
||
</ul>
|
||
<ol>
|
||
<li class="">Click the Sort dropdown menu in the top right corner.</li>
|
||
<li class="">Ensure that "Date" is selected. This will organize your documents based on their creation or modification date.</li>
|
||
<li class="">Select "Ascending" to arrange documents from the oldest to the newest, or choose "Descending" to list them from the newest to the oldest.</li>
|
||
</ol>
|
||
<ul>
|
||
<li class=""><strong>Ascending vs. Descending Order</strong></li>
|
||
<li class=""><strong>Ascending Order:</strong> Whether sorting by name or date, selecting "Ascending" will arrange your documents from A to Z (if sorting by name) or from oldest to newest (if sorting by date).</li>
|
||
<li class=""><strong>Descending Order:</strong> Choosing "Descending" will reverse the order, arranging documents from Z to A (by name) or from newest to oldest (by date).</li>
|
||
</ul>
|
||
<p>These sorting features help you keep your documents organized, making it easier to locate specific files quickly, especially when you have a large number of documents stored in your OpenSign Drive.</p>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="7-connect-to-google-drive">7. Connect to google drive<a href="#7-connect-to-google-drive" class="hash-link" aria-label="Direct link to 7. Connect to google drive" title="Direct link to 7. Connect to google drive" translate="no"></a></h3>
|
||
<p>OpenSign provides the feature to store your signed and completed documents in your own Google Drive.</p>
|
||
<ul>
|
||
<li class="">
|
||
<p>To use this feature, click the Drive icon located in the top-right corner. A popup will appear displaying the "Connect to Google Drive" button.</p>
|
||
</li>
|
||
<li class="">
|
||
<p>Click the button, then log in to your Gmail account and grant the necessary permissions. Once authorized, your OpenSign account will be connected to your Google Drive.</p>
|
||
<img width="828" alt="Connect to gdrive" src="https://github.com/user-attachments/assets/66c1ca6a-40cb-4da9-90d3-b3880dfc8726">
|
||
</li>
|
||
<li class="">
|
||
<p>After completing your first document, a folder named OpenSign™ will be created in your Google Drive. Your completed documents will be stored inside this folder.</p>
|
||
</li>
|
||
</ul>
|
||
<img width="828" alt="Gdrive opensign folder" src="https://github.com/user-attachments/assets/5248c443-682c-46d4-a9bc-cc09ef718c89">
|
||
<p>If you require more help, feel free to reach out to our customer support on <a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer" class="">support@opensignlabs.com</a>.</p>
|
||
<p>Happy signing with OpenSign™!</p></div></div></div><div class="row"><div class="col col--12"><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col noPrint_WFHX"><a href="https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/OpenSign™ Drive/create-document.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></div></div></article><div class="row"><div class="col col--12"><nav class="docusaurus-mt-lg pagination-nav" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/category/manage-docs-using-opensign-drive"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Manage Docs using OpenSign™ Drive</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/help/OpenSign™ Drive/list-grid-view"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Grid vs List view</div></a></nav></div></div></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#1-accessing-opensign-drive" class="table-of-contents__link toc-highlight">1. Accessing OpenSign Drive</a></li><li><a href="#2-creating-a-new-folder" class="table-of-contents__link toc-highlight">2. Creating a New Folder</a></li><li><a href="#3-creating-a-new-document" class="table-of-contents__link toc-highlight">3. Creating a New Document</a></li><li><a href="#4-organizing-documents" class="table-of-contents__link toc-highlight">4. Organizing Documents</a></li><li><a href="#5-managing-documents" class="table-of-contents__link toc-highlight">5. Managing Documents</a></li><li><a href="#6-filter-and-sort-documents-in-opensign-drive" class="table-of-contents__link toc-highlight">6. Filter and Sort Documents in OpenSign Drive</a></li><li><a href="#7-connect-to-google-drive" class="table-of-contents__link toc-highlight">7. Connect to google drive</a></li></ul></div></div></div></div></main></div></div></div><footer class="theme-layout-footer footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Docs</div><ul class="footer__items clean-list"><li class="footer__item"><a class="footer__link-item" href="/docs/help/intro">Help</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/API-docs/v1.1">APIs</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/contribute/intro">Contribute</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/self-host/intro">Self-host</a></li></ul></div><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Community</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://discord.com/invite/xe9TDuyAyj" target="_blank" rel="noopener noreferrer" class="footer__link-item">Discord<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://www.linkedin.com/company/opensign%E2%84%A2/" target="_blank" rel="noopener noreferrer" class="footer__link-item">LinkedIn<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://www.twitter.com/opensignhq" target="_blank" rel="noopener noreferrer" class="footer__link-item">Twitter<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://www.facebook.com/profile.php?id=61551030403669" target="_blank" rel="noopener noreferrer" class="footer__link-item">Facebook<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li></ul></div><div class="theme-layout-footer-column col footer__col"><div class="footer__title">More</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://www.opensignlabs.com" target="_blank" rel="noopener noreferrer" class="footer__link-item">Official Website<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://github.com/opensignlabs/opensign" target="_blank" rel="noopener noreferrer" class="footer__link-item">GitHub<svg width="13.5" height="13.5" aria-label="(opens in new tab)" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li></ul></div></div><div class="footer__bottom text--center"><div class="footer__copyright">Copyright © 2026 OpenSign™. <br>The best Open Source DocuSign alternative.</div></div></div></footer></div>
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