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A playbook is only useful if your team can find it when they need it. As your Seilers library grows, a little organization goes a long way — the right folder structure, a consistent tagging system, and a clear understanding of search will save everyone from hunting through a long list of documents right when they’re trying to get something done. This guide shows you how to keep your library clean, navigable, and easy to maintain.

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Folders

Folders let you group related playbooks into logical collections and keep your library sidebar clean. You can nest folders up to three levels deep, which is enough structure for most teams without becoming hard to navigate. Creating a folder:
  1. In the Playbooks sidebar, click the + icon next to Folders or right-click any existing folder and select New Subfolder.
  2. Type a name for your folder and press Enter. The folder appears in the sidebar immediately.
  3. To move a playbook into the folder, drag it from the main list and drop it onto the folder name, or open the playbook’s ⋯ menu and choose Move to Folder.
Nesting folders: Drag one folder onto another to nest it as a subfolder. For example, you might have a top-level Human Resources folder containing subfolders for Hiring, Onboarding, and Offboarding. Reordering folders: Drag any folder up or down in the sidebar to change the order. Seilers saves the arrangement automatically — every member of your workspace sees the same folder order. Renaming or deleting a folder: Right-click a folder and select Rename or Delete. Deleting a folder does not delete the playbooks inside it — they move to the top-level All Playbooks view so nothing is lost.
Start your folder structure by department or process type rather than by team member. Departments change less often than reporting lines, which means your folder structure stays relevant longer. A clean starting point: one top-level folder per department (HR, Sales, Ops, Engineering, Customer Success), with subfolders for major process areas within each.

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Tags

Tags add a flexible second layer of organization on top of folders. Where folders define where a playbook lives, tags describe what it is — making filtering and cross-department discovery much faster. Adding tags to a playbook:
  1. Open a playbook and click the Details panel on the right side of the editor.
  2. Click the Tags field and type a tag name. Press Enter or select from the autocomplete suggestions that appear.
  3. Add as many tags as you need. Tags are saved instantly.
Suggested tag conventions: Consistent naming makes tags far more useful. Consider adopting a key:value format across your workspace:
Tag examplePurpose
department:hrFilter by owning department
department:salesFilter by owning department
status:activeShow currently in-use playbooks
status:draftShow work-in-progress playbooks
status:needs-reviewFlag playbooks due for an update
region:emeaScope to a geographic market
audience:managersTarget by role or seniority
Filtering by tag: In the main Playbooks view, click the Filter button in the toolbar and select Tags. Choose one or more tags from the list — the playbook library narrows instantly to show only matching results. You can combine tag filters with owner and status filters for precise results.
Seilers search is available from any page in your workspace using the ⌘K / Ctrl+K keyboard shortcut or the search bar at the top of the Playbooks section. What search covers:
  • Playbook titles
  • Body text and section content
  • Tags and metadata fields (owner, category, description)
  • Embedded SOP titles linked within a playbook
Filtering search results: After running a search, use the filter bar below the search input to narrow results by:
  • Owner — find playbooks owned by a specific team member
  • Date modified — filter to recently updated playbooks or those not touched in a while
  • Status — show only published, draft, or archived playbooks
  • Category — narrow to a specific department category
  • Tags — combine keyword search with one or more tags
Tips for effective search: Use specific nouns rather than general terms. Searching for “SDR discovery call” returns more targeted results than searching for “sales”. If you’re not finding what you expect, try searching by a tag or owner name instead of content keywords.

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Archiving

Archiving lets you retire outdated playbooks without permanently deleting them. Archived playbooks are removed from the main library view and won’t appear in search results by default — but they’re fully preserved and recoverable at any time. Archiving a playbook:
  1. Open the playbook or hover over it in the library list.
  2. Click the ⋯ menu and select Archive.
  3. Confirm the action. The playbook disappears from the active library immediately.
Viewing archived playbooks: In the Playbooks sidebar, click Archived at the bottom of the folder list. All archived playbooks are listed here with their original folder location and last-modified date. Restoring an archived playbook: Open the archived playbook, click the ⋯ menu, and select Restore. The playbook returns to its original folder and becomes visible in the active library again.
Archiving is the right choice when a process has changed but you want to keep a record of how it was done before. It’s also useful for seasonal playbooks — archive them at end of season and restore them when they become relevant again.

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Frequently Asked Questions

Yes. Open the playbook’s ⋯ menu from the library view or from inside the playbook editor, and select Move to Folder. A folder picker appears — select the destination folder and confirm. The playbook moves instantly and the change is reflected for all workspace members. You can also drag and drop playbooks directly between folders in the sidebar.
Yes. Tags in Seilers are workspace-wide. When you create a new tag on one playbook, it becomes available for any other playbook in the workspace. This means it’s worth agreeing on a tagging convention with your team early — inconsistent tags (like hr, HR, and human-resources all meaning the same thing) reduce the effectiveness of tag filtering. Workspace admins can view and clean up the full tag list from the workspace Settings page under the Tags tab.
Archived playbooks are hidden from the main library view and excluded from default search results, but they are never deleted. All content, metadata, version history, and embedded SOPs are fully preserved. You can restore an archived playbook at any time from the Archived section in the Playbooks sidebar. Only workspace admins can permanently delete a playbook, and even then Seilers prompts for a second confirmation before the action is irreversible.