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 Save.