Document Manager Folders

Document Manager Folders

Creating Document Manager Folders

Creating folders in the Document Manager helps you to organize your documents.

Go to the Document Manager.

Click Add and select Folder.

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Type in the new folder’s name.

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Type in a description if desired.

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Optional: Place the folder inside another folder.

By default, all new folders are in the Home folder. However, you can select another existing folder for this one to be placed inside.

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Optional: Set the view and edit security.

Go to the Security Tab.

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Choose between Public, Group, and Private for both views and edit permissions.

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Click OK when finished.


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