Adding a Folder
To add a new folder, first select "Documents" from the menu bar on the left and make sure the room you wish to add a folder to is the room that is selected from the drop down on the right. Note: if you only have one room, you will now see a drop down room selector.
To add a parent level folder, make sure the room is selected in the folder list. To add a sub-folder, select the folder in which the sub-folder should be created. Click the "Add Folder" button on the menu bar above it.
The "Add Folder" window will be displayed. Within this window, you can enter a Folder Name and Folder Description.
To save your new folder, click the "Save" button.
If you have created your folder in the wrong place, you can select the folder in the center panel and drag-n-drop it into the correct location.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding a New User
- Adding and Editing Security Sections
- Adding Tasks
- Archiving
- Archiving A Room
- Branding
- Collections
- Creating a Custom Login
- Custom Watermarking
- Deactivated User Search
- Document Tags
- Document Viewer
- Document Viewer Overrides
- Downloading
- Downloading Files
- Editing File Settings
- Editing Multiple Users
- Editing Tasks
- Editing User
- Editing Your Profile
- Emailing Users from the Application
- Embed iFrame
- External File Upload Feature
- File Move / Copy
- Folder and File Naming Restriction's
- Folder Edit
- Folder Structure Upload
- Getting Started
- How to Clear Browser Cache
- Importing New Rooms
- Managing Your Profile
- Password Complexity
- Password Management
- Permission Overrides for Users
- Removing Access vs. Deleting Users
- Removing Encryption from a PDF
- Room Admin with Room Creation
- Room Notification Email Settings
- Run As: User
- Schedule Room Updates
- Security Levels and Security Sections
- Security Sections
- Security Sections in Documents
- Storage Indicator
- Subsciption Management
- Subscription Management Screen
- Task / Request List Management
- Task Management Screen
- Task Managmenet Dashboard
- Task Types
- Two-Factor Authentication
- Update Room Contact
- Updating Room Instructions
- Users List