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Adding and Renaming Document Folders
Adding and Renaming Document Folders
Rain avatar
Written by Rain
Updated over 4 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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