Help Centre > Guides > Documents > How do I manage a Folder?

How do I manage a Folder?

Adding a New Folder

  1. Navigate to the Documents Module from the left hand menu

  2. Click the Add Folder Button

  3. Work through the Details tab to complete the folder's details

Editing an Existing Folder

  1. Navigate to the Documents screen

  2. Locate the folder you want to update

  3. Press the down arrow

  4. Click Edit and work through the details to make changes

Archiving a folder?

  1. Navigate to the Documents screen

  2. Locate the folder you want to archive

  3. Press the down arrow

  4. Click Edit

  5. Toggle the active switch

  6. Press Save

Restoring a Folder

  1. Go to the Documents Page from the main menu on the left.

  2. Once the page loads, click the cog icon in the top-right corner.

  3. The Settings panel will slide out.

  4. Scroll down to the Restore option.

  5. Click Documents.

  6. Toggle the Folder you would like to restore.

  7. Click Restore.