Difference between revisions of "Documents/How to Add a Document Folder"

From Commence CRM-Help

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1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to create a folder.
  
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2. Click on the “New Folder” button.
  
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3. Enter the name of your new folder.
  
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4. Tag the folder as “Public” or “Private.”
  
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5. Click on the “Save and Close” button.
  
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::::::::1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to create a folder.
 
 
 
::::::::2. Click on the “New Folder” button.
 
 
 
::::::::3. Enter the name of your new folder.
 
 
 
::::::::4. Tag the folder as “Public” or “Private.”
 
 
 
::::::::5. Click on the “Save and Close” button.
 
 
 
::::::::[[File:image186.jpg]]
 

Revision as of 19:45, 25 September 2012

After using the Documents Module Activity Panel to navigate to the folder within which you wish to create a folder, click on the “New Folder” button. Enter the name of your new folder on the “ Edit Folder” dialog. Then click on “Save and Close” to create the new folder.


ScreenHunter 80 Sep. 25 14.56.jpg

1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to create a folder.

2. Click on the “New Folder” button.

3. Enter the name of your new folder.

4. Tag the folder as “Public” or “Private.”

5. Click on the “Save and Close” button.

ScreenHunter 81 Sep. 25 14.56.jpg