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Adding and Renaming Document Folders

Hannah Hoxie avatar
Written by Hannah Hoxie
Updated over 11 months ago

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. This can be done inside the transaction by clicking the Documents section.

Adding a Document Folder

Open one of your properties, go to the Documents section, and click Add Folder. Enter the document folder name and click Add.

Rename a Document Folder

  1. Click the name of the document folder, and when it turns purple, you can type in the new name.

  2. Hit ENTER/Return from your keyboard to save the changes.

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