Document folders

Creating a folder

Folders are needed to easily store documents with a common topic in one place. You can create a document structure that is most convenient for you.

Creating a folder with documents in the case card

  1. In the top menu bar, select the DOCUMENTS tab in the menu panel above.
  2. In the bottom right corner click the + button.
  3. Select the Create folder function.
  4. The folder will appear in the list of documents. Enter the folder name and click anywhere with your cursor.

You can also store more general files in the FILES tab found on the side navigation bar on the COMPANY FEED page.

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Adding documents to folder

  1. In the top menu bar, select the DOCUMENTS tab in the menu panel above.
  2. Click on the "•••" button near the folder where you want to add documents.
  3. Click the Upload documents button.
  4. Select one or multiple files and click the Open button.
  5. In the window that appears with the selected files, specify the document type and click the Upload button.
  6. Click on the folder name to check the uploaded documents.

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Renaming a folder

  1. Click on the "•••" button near the folder that you want to rename.
  2. Click the Rename folder button.
  3. The folder name will be highlighted. Enter the new folder name and click anywhere with your cursor.

rename_folder.gif

Deleting a folder

  1. In the top menu bar, select the DOCUMENTS tab in the menu panel above.
  2. Click on the "•••" button near the folder that you want to delete.
  3. Click the Delete folder button.
  4. Confirm the deletion by clicking Yes, delete.

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