Organize Files into Subfolders

Automatically organizing uploaded files into subfolders based on various attributes enhances file management and navigation while improving performance and scalability. This approach prevents exceeding the item limit in a single folder, making it easier to locate specific files. Creating predictable subfolders ensures compatibility with the 100,000-item limits for syncs, FTP, SFTP, and WebDAV, which improves site performance and supports better scalability.

When files are uploaded or created in the selected folder, they can be automatically organized into subfolders based on file extension, creation date, modification date, or regular expression. You can choose to apply these folder organization rules to only new files, keeping existing files as they are, or extend the organization rule to both existing and new files for consistent management.

Organize Files by File Extension

Automatically organize files by their extension by placing them into subfolders that match their file types. For example, files with a .jpg extension will be moved into a subfolder called jpg, while files with a .pdf extension will be placed in a subfolder called pdf.

Organize Files by File Created Date

Automatically organize files into subfolders based on the file creation date, using customizable subfolder name templates that follow various date/time tokens. We support all time-related patterns.

For example, you can use templates like %Y-%m-%d for a format such as year-month-day, %B-%Y for month-year, or %A-%d for weekday-day. Supported tokens include options for weekdays (%a, %A), years (%y, %Y), months (%b, %B, %m), days (%d, %e), and times (%H, %M, %S, etc.), providing flexible and precise subfolder naming based on your organizational needs.

Organize Files by File Modified Date

Automatically organize files into subfolders based on the file modification date, using customizable subfolder name templates that follow various date/time tokens. We support all time-related patterns.

Note that your site administrator can configure how the modified date is calculated.

For example, you might use this feature to manage contract revisions in a legal department, where files are updated frequently. Modified files can be sorted into subfolders by the month and year of their last modification (e.g., %B-%Y), ensuring that the most recent versions are grouped together for easy access. For instance, a document modified in October 2024 would be placed in an October-2024 subfolder, allowing teams to quickly find the latest updates while keeping historical revisions organized.

Organize Files by Regular Expression

You can use regular expressions to organize files into subdirectories based on specific patterns, such as year, month, and date in file names. The regular expression field accepts your specified pattern, which determines how subfolders are automatically created.

For example, consider categorizing files by document type and ID in the filename. Suppose you have files named invoice-12345.pdf, receipt-67890.pdf, and contract-98765.pdf. By using a regular expression like (invoice|receipt|contract)-(\d+).pdf, you can create a subfolder structure that organizes files first by document type (e.g., invoice, receipt, contract) and then by ID.

In this scenario, the file invoice-12345.pdf would be placed in the folder structure invoice/12345, while receipt-67890.pdf would be sorted into receipt/67890, and contract-98765.pdf would go into contract/98765. This approach creates a clear, multi-level subfolder organization, making it easier to manage files based on document type and unique IDs, rather than dates.

Organizing Existing and New Files

By default, the folder organization rules trigger on new files, but you can also apply this logic to files already existing in the folder, moving them into the appropriate subfolders based on the defined rules.

Note that organizing files may not work with recursive folders, as enabling recursion could lead to unintended consequences if subfolders inherit the setting from a parent folder. Additionally, this setting is not intended to work with syncs, as it helps prevent potential conflicts or errors during synchronization.

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