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Create a Folder in Project/Shell/Company Documents Node

To create a folder in the project/shell or Company Documents node:

1. Select the folder in which you want to create another folder, or the project/shell or Company Documents root node.
2. From the toolbar, click Create, and then select Folder. The Create Folder window opens. The Create Folder window opens. The Create Folder window is identical to the Folder Properties window, which can be viewed for existing folders.
3. In the Properties tab, enter values in the editable fields. The other fields are system-defined or optional.
4. Click Options tab and select the desired options.
5. Click Save. The new folder is created, and the Create Folder window closes.

   If you want to create another folder, click Save & Create New.

To cancel the creation of a folder, click Cancel.

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Last Published Tuesday, April 8, 2025