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Add folders or sub-folders to an individual client in Document Manager

Updated over a month ago
  1. Open Document Manager and Expand the Clients drawer.

  2. Locate the client that you wish to add the folders or sub-folders to.

  3. Highlight the relevant cabinet or folder that that wish to add to.

  4. Right click and select New.

  5. Select the relevant option and OK.

  6. Enter the name and description.

  7. Click Save.

This new folder or sub-folder will now display for this selected client.

Note: The new folder or subfolder displays as a yellow colour as it is an individually created folder and not one that is set for all clients.

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