Manage Folders 1

Create Folder

Depending on the security setup, you may be permitted to create a new folder. 

1. Choose Files from the main menu.

2. Under the Folders and Checklist tab, click Create Folder.

3. Enter a Folder Title.

4. Click Save.

Add Sleeve

Depending on the security setup, you may be permitted to add a sleeve.

1. Choose Files from the main menu.

2. Under the Folders and Checklist tab, select the desired folder.

3. Click Add Sleeve.

4. Select a document type.

5. Enter a name.

6. Click Save.

Change Sleeve Color

Depending on the security setup, you may be permitted to change the sleeve color.

1. Choose Files from the main menu.

2. Under the Folders and Checklists tab, select the desired folder.

3. Click the ellipsis (...) on the sleeve tile.

4. Select Configure.

5. On the General tab, select one of the predefined colors.

6. Click Save.

Upload File

Depending on the security setup, you may be permitted to upload a file to an employee's folder.

1. Choose Files from the main menu.

2. Under the Folders and Checklist tab, select the desired folder.

3. Click File Document.

4. Select a document to file. Available choices include documents configured to allow file upload.

5. Select Ad-Hoc Document.

6. Click Add by Uploading a Document.

7. Select the file and click Open.

Move a Loose Document to a Sleeve

There are two ways to move a document to a sleeve. If a sleeve already has a document, you have the option to archive it before adding the new one.

Method 1

1. Choose Files from the main menu.

2. Under the Folders and Checklist tab, select the desired folder.

3. Select the loose document. Sleeves you can move the document to are highlighted. 

4. Drag the loose document to the sleeve. 

Method 2

1. Choose Files from the main menu.

2. Under the Folders and Checklist tab, select the desired folder.

3. Drag a file from your computer and drop it into a sleeve.