To better manage documents, authorised users can create folders and subfolders.
To create a new folder in a Document Library:
- Select Library from the main menu.
- Browse to the location, where a new folder needs to be created.
There are two ways:
- Using the hierarchy tree, click on the arrows next to the existing folder name.
- Using the main table, double-click on the folder.
If there are no existing folders or you are looking to create folders within the main Document Library, you can stay on the main page.
- When in the correct location, click the Add Folder button in the top, right corner of the screen.
If you do not see this button, it means you do not have a relevant access level. - Fill in the Folder Name and Reference No (optional).
If you have the below access,
you will also have the ability to choose a folder as a Mandatory Favourite. This means the selected staff will be able to view this folder offline on PWA (Progressive Web Application) on their mobile device.
To make a selection, click on the checkbox next to a base name, department name or specific user. Use arrows to expand each area. - Click on the Add button.
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