Adding a section to a tab

Section headings are categories specified on a document tab. Documents are added to sections on tabs. Before you can upload any documents to a tab, the tab must contain at least one section.

When creating a new section heading:

• Select the most appropriate tab.
• Organize documents logically.
• Name tabs, sections, and documents descriptively.
• Consider the focus and information needs of the audience.

To add a section to a tab:

1. In the InForm Portal application, select the Admin tab.
2. In the Add New Records section, click Sections.

   The Add New Section page appears.

3. Complete the following fields:
   • Add Section—Name of the section. Do not include any spaces.
   • Description—Information about the section that appears below the section title on the tab.
   • New Tab—Tab on which to place the section.
   • Is This Section Visible?—Whether the section and its contents are visible to users.
4. Click Submit.

   The title appears on the tab only after a document has been uploaded to that section. For more information, see Uploading a document.