Create a Document Folder

Create a Document Folder

  1. You can create a document folder in any record that has a document section. Click on the documents section of your record.

 

  1. Go to the documents section hover your mouse where it says documents and click on the down arrow.

 

  1. Click on new folder, once you have done so this will give you a new folder prompt. Here you can name the folder and give it a description and then click “Ok.”

 

  1. Once you click "Ok" that folder will now be listed in the document section and will not appear in any other record.

 

 

 

If you need further assistance, please watch this video:


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