Create a document folder

Document folders, like file directories, allow you to organize your documents in a logical, hierarchical manner using labels that are meaningful to you and your organization.

You can create folders in the root folder or as subfolders in any other folder. There is no limit to the number of folders you can create.
  1. Click DOCUMENTS from the Project Home menu.
  2. Using the document tree, find and hover your mouse over the folder where you want a new document folder created. For example, hover your mouse over the Root Folder.

    A settings icon shows up when you hover your mouse over a folder.

  3. Click the settings icon and select Create New Folder from the menu.

    The Create Folder dialog box appears.

  4. In the Create Folder dialog box, enter a name for the folder.
  5. Click Save.
The folder is created.
Parent topic: Organize documents