Manage Folders

Create a Folder

To create a folder:

  1. Open the Feature Sidebar, open the Administration tab, and open the Folders group. A list of folder types will appear.

    Open the List of Folder Types

  2. Select the type of folder to be created. The Folder – Repository will open. It lists all the existing folders of that type.

    List of Repository Folders

  3. To delete a folder, select the folder and click the Delete button on the Folder tab’s Activity Bar.
  4. To add a folder, click the Add button on the Folder tab’s Activity Bar. A new folder will appear in the list. Enter the folder’s name.

    Add a Folder

  5. To edit the name or description of a folder, click the desired field. The field will open for inline editing and the record will be selected. To stop editing a field, un-select the record.