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How do I add a sub-folder?

Updated over 4 weeks ago

You can create sub-folders for preset folders and for your custom folders.

Option 1: Select Folder and Click the Edit Icon

  1. Go to the Documents Mgmt page.

  2. Click the edit icon (pen symbol) next to the folder name. Select Add sub-folder.

  3. You are taken to the Add Folder interface. The Parent Folder is preset based on the contextual link. Add the name for your sub-folder to the Title field.

  4. Click Save.

Option 2: Click the Add Folder button

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.

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