Who is this article for?

Administrators responsible for Folder management.

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Adding folders to your Documents Tree or creating it from scratch is a matter of a few mouse clicks. This article shows you how to easily manage Folders for your Documents.

1. Adding a Folder
2. Removing a Folder

1. Adding a Folder

To add a Folder:

1. Select Documents from the Navigation Menu.
2. Highlight a Folder.
   This will be the location your Folder will be nested in.
3. Click Add Folder.

4. Enter a Name for your Folder.
5. Click Add Folder button.

Each newly added Folder inherits settings from its Parent.

To modify this setting:

1. Highlight the Folder.
2. Click Folder Properties.
3. Untick Inherit Settings from Parent.
4. Confirm with Apply....

2. Removing a Folder

To remove a Folder:

1. Select Documents from the Navigation Menu.
2. Highlight a Folder.
   This will be the Folder you want to delete.
3. Click Remove Folder.
4. Confirm by clicking Remove Folder.

You can only delete Folders if they contain no Child items (Folders or Documents).
If you attempt to remove a Folder that contains Child items, you will see a message telling you to move or delete Child items before retrying.