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All about folder management

How to create, edit, delete folders to sort and manage your mail easily.

Updated over 2 months ago

Folders help you organize your mail inside your virtual mailbox - just like email folders. They allow you to sort, label, and quickly access specific types of mail such as checks, HR documents, tax notices, or vendor correspondence.


✅ What can I do with folders?

  • Create custom folders for departments (e.g., "HR", "Accounting"), purposes (e.g., "Check Deposit", "Tax Docs"), or individuals

  • Move mail into folders manually or via automation (on enterprise plans)

  • Set permissions so only certain users can view specific folders (on enterprise plans)

  • Bulk select and move multiple items at once

  • Visually sort mail in your inbox for easier review and processing


How to create a folder:

  1. Log in to your U.S. Global Mail account

  2. In the left-hand menu under Mailbox, click “+ Add Folder”

  3. Name your folder (e.g., “Legal” or “Check Deposit”)

  4. Click Save

The folder will appear immediately in your sidebar for quick access.


How to move mail to a folder:

Option 1: From the mail list

  • Click the three-dot menu (⋮) next to any mail item

  • Select “Move to Folder”

  • Choose an existing folder from the dropdown

Option 2: Bulk move

  • Use the checkboxes to select multiple mail items

  • Click the folder icon or the “Move to Folder” option at the top

  • Select your folder and confirm


How to remove mail from a folder:

  • Click the three-dot menu next to a mail item inside a folder

  • Select “Remove from Folder”

The item will be returned to your general inbox view.


How to rename or delete a folder:

  • Click the three-dot menu next to a mail item inside a folder. Select “Edit" and update the folder name in the pop up

  • Delete folders by clicking the three-dot menu next to the folder name in the sidebar (if available)

  • Any mail in a deleted folder will remain in your account and return to the general inbox


💡 If you're a business user with multiple team members, use folders with permission-based access to route specific mail types (e.g., “Invoices” to Finance, “Legal” to General Counsel).

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