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

  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 you 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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