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Document Library Folders
Updated over a month ago

About this feature: The Document Folder enables administrators that are part of PLUS organizations to organize the documents in the Document Library.

Note: This feature is only available on PLUS Accounts.

Add New Document Folder

  1. Go to: Configuration, then click on “Document Library” found in the sidebar under Resources

  2. Mouse over the Options icon in the Document list header bar and click on “+ New Folder” (or click the [+ New Folder] button at the bottom of the page)

  3. Enter the Name of the folder

  4. Click the [Save] button

Add Multiple Documents to a Folder

  1. Go to: Configuration, then click on “Document Library” found in the sidebar under Resources

  2. Check the box beside each Document you want to move (you can also check the “Select All” box at the bottom)

  3. Click the [Update Folder] button

  4. Select the folder from the dropdown menu

  5. Check the box to confirm the update

  6. Click the [Save] button

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