Create Document Folders

This article explains how to create document folders in the Document Center. Folders help you organize and manage your documents efficiently. There are two types of document folders, Location Specific folders and Public folders (company-wide).

This article will be broken down into the following sections:

• Create Location Specific Document Folders
• Create Public Document Folders (company-wide)

Create Location Specific Document Folders

1. Navigate to the Documents. The My Documents page will be displayed by default.
2. Choose whether to add the folder to your Main Location (account named) folder or to one of the Location Specific Documents folders. 

3. Select the Location Specific Documents folder to see a list of sub-location document folders.
   

   ℹ️ Notes

   Document folder icons that appear in black indicate that additional permissions are required to access the folder. This may depend on location-based access for Location Specific Document folders or on permissions assigned based on user roles.

4. Once you have navigated to the specific folder where you want to add a new folder, select the + icon in the upper right and select Add New Folder.

   

5. In the slide-out panel, enter a name for the new folder and click Save Folder. See the screen recording below for an example. 

   

6. Now that you have created a Location Specific Document Folder, you can Add Permissions for access. Please see the article Add and Edit Permissions to Folders in Document Center.

Create Public Document Folders (Company-wide)

Public Document Folders cannot be placed within any other folders. They can be created only at the My Documents level. Public Document Folders and the documents within them can be created and managed only by Administrator-level users.

Follow these steps to create a public document folder.

1. Navigate to the Documents. The My Documents page will be displayed by default.
2. Select the + symbol at the top right. This will open a side panel. Select the Add New Folder option.
   
3. Enter the Folder Name and click the Save Folder Button. You will then be taken directly into the folder you just created.
   

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