How do I create a folder?

You can create folders and sub folders easily: 

  1. From within the document section, click on one of the root folders you have access to; Company Folders, Personal Folders or Smart Sign Folders. Note, you can not create folders within the 'Meeting Folders' root. 
  2. Select 'Create Folder' 
  3. A new folder line item will appear where you can name the folder
  4. Hit enter 
  5. If you wish to move the folder to another category, select the vertical ellipsis and click move.

Note, if you wish to create a sub-folder, simply click on an existing folder you have created and select 'New Folder'. This will create the sub-folder from within the parent folder.

  1. Screen Shot 2021-05-25 at 11.35.23