Add New Folders

Administrator-level users can add new folders to the index structure of the documents module from the Index pane. There is a three-dot menu under the view selector menu.

To add new folders, follow the steps below.

  1. Click on the three-dot menu and select the Modify Index option from the dropdown options. The Modify Index window opens.

  2. Hover over the parent folder, or hover over the index to create a new sub-folder, and click the + icon to add a new folder.

    Note: The index structure may appear different from the one shown in the image above since index structures can be customized on a room-by-room basis.

  3. When the folder is created, name the folder and press the Enter Key to save the name.
  4. Perform any other desired index modifications and click on the Save button.