In this Article:
If you have the security permissions to do so, creating a new Client/Department Folder is easy. In this article, we'll walk you through that process.
Creating a Folder:
To create a new Client/Department Folder, start by navigating to the Client/Department Folders page:
- Navigate to the left-hand navigation menu and click Clients/Departments
- Select Folders
To add a new folder:
- Click Add Folder in the top right
- In this new window, enter a Folder Name
- Mark whether you want to Share this folder (allowing other users to see it)
- Click Save
You will now see your folder listed under My Folders, Public Folders, or All Folders.