From CommenceCRM-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. | 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. | + | :::::2. Click on the “New Folder” button. |
3. Enter the name of your new folder. | 3. Enter the name of your new folder. |
Revision as of 10:02, 27 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.
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.