Open Document Manager and expand the Clients drawer.
Locate the client that you wish to add the folders or sub-folders to.
Highlight the relevant cabinet or folder that you wish to add to.
Right-click and select New.
Select the relevant option and OK.
Enter the name and description.
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.
