Add a top-level folder

Add_folder

Select icon_AddFolder.

In the Add Folder pop-up, select a type from the Folder Type drop-down list.

The types listed are defined by the Administrator (see “Folder Types” for more information).

Enter a name for the new folder.

Select whether the new root folder will require eSignatures to make updates (Enabled) or not require eSignatures (Disabled).

Depending on the selected type, other options for entering information may appear in the pop-up.

Refer to “Predefined Property Types” for a list of predefined properties by folder type.

When finished, click Apply.


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