Nov 8 Release Notes - Ability to create new folders in the Documents section

Modified on Sun, 12 Nov, 2023 at 11:19 PM



1. Click on the "Documents" menu in the left panel of the dashboard.


Click on the "Documents" menu in the left panel of the dashboard.



2. From the drop down menu, select the category of desired forms

From the drop down menu, select the category of desired forms



3. Click on create new folder…

Click on create new folder…



4. Assign a name to the folder and hit Create folder

Assign a name to the folder and hit Create folder



5. Your new folder will now reflect on the main page along with other folders created.

Your new folder will now reflect on the main page along with other folders created.



6. Click on upload documents to save files in this folder.



Click on upload documents to save files in this folder.


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