What is a Document Folder
Document Folders are simply containers that allow you to add placeholder files to the system. A Document Folder can be used to further organize your documents. There are two ways to add a Document Folder. This can be done inside the transaction by clicking the documents tab or going to the templates menu and choosing documents.
Adding a Document Folder
Open one of your transactions then go to the Documents tab and click Add Folder. Enter the document folder name and click Add.
From the hammer icon, go to Templates and choose Document Templates.
Click Add New button then enter the document template name and click Submit.
Or inside the newly created document template, enter the document folder name and click the Add Folder button.
Rename a Document Folder
Click the name of the document folder then when it turns purple, you can highlight the name and type the new name.
Hit ENTER from your keyboard to save the changes.
