Folders
A folder in Pocper holds the papers a client has filled out from one template folder. It is the layer between client and paper that keeps multi-document workflows tidy. Pocper creates folders for you automatically; you only need to add one by hand when you want to set up the structure ahead of time.
1 · How folders are made
Most folders show up on their own. When a new paper arrives under a client, Pocper looks at the template folder of the template the paper was filled from. If no folder for that template folder exists yet under this client, Pocper creates one and drops the paper in. The folder's name mirrors the template folder's name.
You can also add a folder by hand from the client's page. Pick Add folder, choose which template folder it should be linked to, and save. Useful when you know certain documents are coming — for example, every new patient needs an onboarding form, a medical history, and a treatment plan, so you set up those folders before the first paper arrives.
2 · Browsing folders inside a client
Inside a client, folders are listed by most recent activity. Each folder shows its name and the papers it holds. Click a folder to open the paper list; click a paper to open the editor.
A folder belongs to exactly one client. There is no move-folder-between-clients action — if a paper landed under the wrong client, you re-assign the paper, and the folder takes care of itself.
3 · Folders and template folders
Folders mirror template folders one-to-one inside each client. If you rename the template folder later, the existing folders inside clients keep the name they were created with; future ones use the new name.
If you delete the template folder, papers already filed under matching folders do not move or vanish. The folders stay where they are with their existing content — they just stop receiving new papers, because no template folder backs them anymore.
4 · What you can do with a folder
Each folder row has a More button (three dots) on the right. Open it and you get a small menu: New paper to add an empty paper straight into this folder, Rename to change the folder's display name, a Source submenu that exposes the template folder this folder mirrors (you can view it, unlink it, or swap it for a different one), and Delete folder to remove it.
Renaming is cosmetic — papers and the underlying template folder are unaffected. Delete asks for confirmation if the folder still has papers, because both the folder and its papers are removed.
5 · Renaming a client
The client's name sits at the top of the same folders panel with its own More button. Open it, pick Rename, type the new name, save. The change is purely display — papers, folders, and submissions stay exactly where they were.
What's next
Folders give the shape; templates are the reusable forms behind every paper — how to make one, what blocks fit, and how editing works.