1.4 How to Create A Folder

The following steps should be used to create a folder for storing documents.

  • Tap the Add Folder button given on the top-right corner of the document centre. It will display a dialog box where you can add folder name, description and the module to which the folder relates.
  • Add the title of the folder in the field of Folder Name. You can give any name as long as it is 20 characters long.
  • To keep the track of folder for later references, add the description of the folder in the description box. You can add the description up to fifty characters.
  • Select the module to which this particular folder relates from the drop-down menu. The module indicates whether this folder relates to the purchasing activity of your business or it is about sales activity.
  • Once you are done with these settings, tap the Save button.