How to create a folder

Open the list of folders

Click here to view the full article: How to access the list of folders

Select the group that the folder will belong to

The list automatically goes to the highest level group that you have access to. To choose the group where you want to create your folder, select it in the hierarchy list.  

Create a new folder

1. Click on ‘Create a folder'  to create a folder in the group where you are currently working.

Fill in the folder form

Step 1: General file information

1. Enter the file name (mandatory) and description (optional).
2. Once you've completed the mandatory fields, you can proceed to the next step.

Step 2: Merge fields

Fill in the values for the merge fields in your folder. Fields completed in your folder are automatically included in all documents created in the folder.

Once all mandatory fields have been completed, click on 'Create folder' to confirm creation.

NB: You can return to your form to modify it at any time. Click here to access the full article: How to rename or modify a form of a document or a folder?

To learn more, click here to view the full articles :

• 'Introduction to folders'
• 'Introduction to forms'