From CommenceCRM-Help
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| + | 1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to create a folder. | ||
| + | 2. Click on the “New Folder” button. | ||
| + | 3. Enter the name of your new folder. | ||
| + | 4. Tag the folder as “Public” or “Private.” | ||
| − | + | 5. Click on the “Save and Close” button. | |
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Revision as of 19:45, 25 September 2012
After using the Documents Module Activity Panel to navigate to the folder within which you wish to create a folder, click on the “New Folder” button. Enter the name of your new folder on the “ Edit Folder” dialog. Then click on “Save and Close” to create the new folder.
1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to create a folder.
2. Click on the “New Folder” button.
3. Enter the name of your new folder.
4. Tag the folder as “Public” or “Private.”
5. Click on the “Save and Close” button.
