You can organize your documents and put them into folders in TotalBrokerage.
You can drag documents to a folder using the 4-way arrow icon.
To move a document into a folder, click on the Operations menu next to the document you want to move, then click Move to Folder. This option allows you to create folders for documents and move documents to various folders you create in the transaction.
When you click Move to Folder, a pop-up will appear where you can create a new folder. Select the dropdown and either choose a folder from your current folders, or type to create a new one and select the Add button.