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Creating a New Document Folder


Rob Place

Reading time 1 min

 

  • To view your Document Management system, select Documents from the left-hand menu.

 

  • Here you will see all current folders in your system, along with the current Status of the folder. The folder status is pulled from the documents within it:
    • If all the documents within the folder are up to date, the status of the folder will be Compliant
    • If one or more of the documents in the folder are passed the review date, the status of the folder will be Overdue

 

  • All documents must be saved into a folder. 

 

  • To create a new folder, select ‘New folder’ from the top of the page. 
New folder icon.
  • Enter the name of your new folder and select Create.
Adding new folder.
  • Your new folder has now been added.
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