Manage Document Folders

How to Manage Document Folders

Your company’s documents are stored within folders to separate document types, like a digital filing cabinet. To see the current list of document folders, click Administration, then select Documents from the drop down menu to view your Document Library.

Each folder can have additional sub folders, up to two levels for additional sorting. 

To add a new folder:

1. Click the AddFolder icon, located at the top of the page 
2. Enter the name for the new folder
3. Click Save to accept and create the folder

To add sub folders:

1. Click on an existing folder or sub folder to view more details
2. Click the Add Folder icon within the folder
3. Enter your sub folder name
4. Click Save to accept and create the sub folder

To rearrange folders:

1. Click the Order Folders button
2. Rearrange the list by clicking and dragging the items
3. Click Confirm to accept your changes and reorder the list of folders

To edit a folder:

1. Click the Edit Pencil icon for that group
2. Rename the Folder
3. Click Save to accept and rename the folder

To delete a folder:

1. Click the trash can icon
2. Click Confirm this will delete all records within that folder