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How to Create Folders to Organize Student Documents

How to Create Folders to Organize Student Documents

Learn how to create folders to easily access your students' files by organizing everything in their profiles.

Updated over 3 months ago


You can organize all your students' documents into folders within their profiles, making it easier for any member of your team to access these files.


STEP 1 - Access

Click on the Profile Picture Icon in the upper-right corner > Settings > Folders.


STEP 2 - Creating Folders

By default, there will be a pre-created "home" folder. You can keep it or delete it if you prefer.

Click the button "New Folder" to create a new one.

A window will open where you can configure the preferences for your new folder:

  • Name: Give your folder a name.

  • Offices: Select the offices where the folder will be available.

  • User Types: Specify the user types who can view the folder.

  • Main Folder: Choose a main folder if it will be a subfolder.

Click "Create Folder", and it will appear in your list of folders.

STEP 3 - Viewing the Folders

Based on the settings you defined, the folders will be displayed in your students' profiles. This way, you can upload files to the desired folder.

If you still have questions, please contact support or reach out via WhatsApp.

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