Create a Folder

You can create folders and sub-folders to organize your documents.  Folders can be created for both document and templates.  

Create a folder

  1. From the Documents or Templates areas, expand the left sidebar
  2. Navigate to the folders section
  3. Click New Folder.  This will load the add folder dialog box
  4. Name the folder
  5. Optional: place the folder under a sub-folder
  6. Click Create
Note:  The folder name can be up to 13 characters (including spaces) and still be visible. Beyond 13 characters, the name will be truncated. You can hover of the folder name to see the full name displayed