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Overview

Folders in Amplify help you organize faxes, documents, and workflow outputs in one central place. Think of Folders as a secure, cloud-style file system—similar to Google Drive—built directly into Amplify. You can use folders to:
  • Group related faxes and documents
  • Sync files with external storage providers
  • Trigger automations when new files arrive
  • Keep teams aligned across fax, e-sign, forms, and Connect workflows
Folders are available from the left navigation bar.

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How folders work in Amplify

Folders can contain:
  • Files (faxes, uploaded documents, workflow outputs)
  • Subfolders for deeper organization
Each folder displays a list of items with status, ownership, and activity—making it easy to track what needs attention.
If you’ve used tools like Google Drive or SharePoint before, Amplify folders will feel familiar.

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Creating and managing folders

Click Folders in the left navigation, then select New Folder to create a custom folder for your workflow. From the same menu, you can also:
  • Sync a folder with external storage
  • Create automations tied to the folder
  • Control how documents are routed and stored

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Connecting folders to external storage

Amplify folders can be connected to popular storage providers, allowing files to sync automatically. Supported connections include:
  • Google Drive
  • Dropbox
  • Box
  • OneDrive
  • SharePoint
  • SFTP
Once connected, documents added to the folder can be exported automatically based on your configuration.
External storage connections help teams maintain existing file structures while using Amplify for communication and workflows.

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Folder-based automations

Folders can act as automation triggers. For example:
  • Automatically move received faxes into a specific folder
  • Export documents to cloud storage when a fax is delivered
  • Route files into workflows based on status or updates
You can create automations directly from a folder using Create Automation.
For full details, see: Automations in Amplify

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Viewing folder contents

Inside a folder, you’ll see a list of files with details like:
  • Sender and recipient
  • Document name and page count
  • Status (Delivered, Action Required, etc.)
  • Assigned user and creation date
You can customize how this list appears using filters and columns. For more information, see:

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Healthcare Use Cases

Many healthcare teams use folders to:
  • Separate inbound referrals from outbound records
  • Route imaging reports to secure storage automatically
  • Organize documents by department or provider group
These same patterns apply to non-healthcare teams as well.

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FAQs

Folders can store faxes, uploaded documents, and files generated by workflows or automations.
No. Folders can contain documents from across Amplify, including fax, e-sign, forms, and Connect workflows.
Yes. Folders can connect to Google Drive, Dropbox, Box, OneDrive, SharePoint, and SFTP.
Yes. You can trigger automations when files are added, updated, or delivered within a folder.
Access depends on your team permissions and workspace settings. Administrators can control visibility and actions.