Organising files into folders

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

Viewing 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 and see its contents. The breadcrumb trail at the top shows your current location.

Creating a new folder

1. Navigate to the location where you want to create the folder (inside an existing folder, or at the top level)
2. Click New Folder
3. Type a folder name
4. Confirm

Folder names must be unique within the same parent folder.

Moving a file into a folder

1. Find the file you want to move in the file list
2. Click the More (⋮) icon on the file row
3. Select Move
4. Choose the destination folder
5. Confirm

Automatic folders

Prospo creates folders automatically in certain situations:

• 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

Renaming a folder

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

Deleting a folder

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