Skip to main content
What are document folders?
Updated over 6 months ago

The Documents Management system includes default preset folders to make uploading and indexing documents faster. The preset folders are:

  • Learning

  • School Policies

  • Forms

  • Brochures

  • General

  • Newsletter

You can add custom name folders if you prefer not to use these folder names or need additional folders. You can also create sub-folders for preset folders and for your custom folders.

How do I add a document folder?

To add a new folder:

  1. Click the Add Folder button.

  2. Select Top Level from the Parent Folder dropdown

  3. Add your folder name to the Title field.

  4. Click Save.

How do I add a subfolder?

  1. Click the edit icon (pen symbol) next to the folder name and select Add sub-folder. You are taken to the Add Folder interface.

  2. The Parent Folder is preset based on the contextual link. Add the name for your sub-folder to the Title field.

  3. Click Save.

You can also add a sub-folder directly by clicking the Add Folder button. Select the folder name from the Parent Folder, and then add your folder name to the Title field. Click Save.

Did this answer your question?