Create a Folder

With the File Library, you can manage related documents and files in one place. To assist in organizing your uploaded documents, create a folder in the library.

To create a folder

1. Access the Admin View.

2. In the main menu, click the integrations icon . The Integrations page opens.

3. Click the File Library tab. The File Library page opens.

   

4. Click Create Folder. The File Library: Create Folder page opens.

   

5. Enter a name for the folder.

6. Select one or more groups to assign.

   • To add a group to the list, click Add Group.

   • To remove a group, select it and then click the Remove button.

     

7. Click the Permission drop-down list and select the appropriate permissions for this group.

   With Read permissions, a user can only view files in that folder. With Read/Write permissions, a user can view all files residing in that folder and add files to the folder. With Read/Write/Delete permissions, a user can view, add, edit, and delete files in the folder.

8. Click Save.