Creating Projects, Folders, and Files in Copysmith

Organize your copy using our Project, Folder, and File system!

Organization Hierarchy

Copy can be organized into Projects, Folders, and Files.

  • Projects: A project is the highest level of organization in our system. It is the ‘parent’ to both folder and files.
  • Folders: Folders can only live inside a project and they contain a subset of files from the project.
  • Files: Files typically live inside of a folder, but can also be stored directly in a project. Files contain the copy you have generated.

Create a Project

  1. On the left hand side of your Copysmith account find the header Projects.

  2. Click +New Project button.

  3. Enter in your project name and any information you want to be pre-filled in your folders or files.

  4. Select Create.

Create a Folder

  1. Navigate then select the Project you wish to create a folder in.

  2. Click on the purple +Create button located in the top-right above your files.

  3. Choose Folder from the drop-down list.

  4. Enter folder name and input your information.

Create a File

  1. Click on the purple +Create button located in the top-right above your files.

  2. Choose File from the drop-down list.

  3. Name your file.

  4. Chose a file location.

  5. Select the template you want to work with.