Projects → Documents → Document Folders

Document Folders

If there are a lot of documents associated with an item, the Documents tab can be organized into sub-folders.

Adding a document folder

If an item has a large number of documents you can add folders to the Documents tab and organize it.

To add a document folder
  1. Open the Projects module.
  2. Select an item.
  3. Select the Documents tab.
  4. Select the folder into which you want to add a folder.
  5. Click New Document Folder to add a document folder to the selected folder.
  6. In the New Folder dialog box, enter a name and a description.
  7. Click Save.

Deleting a document folder

You can delete any folder in the Documents tab that is not being used.

To delete a document folder
  1. Open the Projects module.
  2. Select an item.
  3. Select the Documents tab.
  4. Select a document folder, right-click and select Delete.
  5. Click OK. All documents contained within the folder, including sub-folders, will be deleted.

Renaming a document folder

You can rename folders in the Documents tab.

To rename a document folder
  1. Open the Projects module.
  2. Select an item.
  3. Select the Documents tab.
  4. Select a document folder, right-click and select Properties.
  5. In the Folder Properties dialog box, rename the document folder.
  6. Click OK.

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