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Create a Folder

Objective

To create a sub folder in the company's or project's Documents tool. 

Things to Consider

  • Required User Permission:'Standard' or 'Admin' on the project's Documents tool.
  • These permission levels apply to both the company's and projects Documents tool. (Note: permission levels are tool-specific. For example, you can have Read-only level permissions on the company's Documents tool and 'Admin' level permissions on a project's Documents tool. Please keep this in mind when you are looking to tasks at different levels.)
  • You may only create a sub folder because all of the folders will be organized under your project's folder. Thus, making all folders you create under your project's folder a sub folder.

Steps

  1. Navigate to the company's or project's Documents tool.
  2. Using the file tree on the left, choose the folder you would like the sub folder to appear under. (Note: If you would like to have it appear under your project's folder, select the folder with your project's name.)
  3. Click the orange Create Sub Folder button on the right.
  4. Give your folder a name (e.g. Bid Documents).
  5. Click Create.
  6. Your folder will now appear in the file tree to the left.
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Last modified
13:18, 4 Apr 2017

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