Creating a Folder

You can organize project and contract documents into folders created in the document management system.

Steps

1. In the navigation pane, click the required documents folder in which you want to create a new folder.
   For information accessing a documents folder, refer Accessing Project and Contract Documents.
2. In the Folder group, click New.
   The New Folder dialog box is displayed.
3. In the Name box, type the folder name.
4. In the Description box, type a brief description of the folder.
5. Ensure the Inherit Parent folder permissions check box is selected to provide the same permissions to the folder as its parent folder.
   Alternatively, clear the Inherit Parent folder permissions check box to provide permissions to the folder as defined for the roles of the current user. 
6. Click Save.
   The folder is created in the selected folder.

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