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Friday, October 8, 2021

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Folders: Create New   
Page last modified on Tuesday, September 14, 2021 11:17 AM (by Adam Widmeier) (initially created on Tuesday, April 24, 2018 8:29 AM)
Assigned to: Contract Attachments
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Contract Attachments: Create Folders

Contract Insight supports the ability to create new folders in the attachment area.

Create New Folder:

Go to a contract record within the system and scroll down to the Files/Attachments area or click Attachments on the side menu.




Adding a New Folder

To add a new sub folder to the root folder, click Root Folder to highlight it in blue. Then click to add a new folder.



After clicking +, the Add New Folder pop up screen appears. In the Folder Name text box, type in the desired name for the folder. When done, click Create Folder. This will create a sub-folder to the root folder.



As seen below, in the Attachments area, the new folder has been added to the root folder as a sub folder. Additional folders and levels of sub-folders can be create the same way.


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