Step 1: Navigate to Documents
Once you're in the project overview, locate the "Documents" section.
Step 2: Choose the Specific Document Category
Depending on your needs, select the appropriate document category. In this example, "Company Documents" is chosen, but the process is the same for other categories like "Project Documents" and additional document types.
Step 3: Create a New Folder
Within the chosen document category, click on "More" to reveal additional options.
Select "Create Folder."
Step 4: Name the New Folder
Give your new folder a name. For instance, you can name it "New Folder."
Step 5: Confirm Folder Creation
Click on the "Create" button to confirm the creation of your new folder.
Step 6: Manage Your Folder
Now, you should see your newly created folder in the document category.
To edit the folder's name or delete it, click on the pencil icon associated with the folder.
Step 7: Move Documents to the Folder
If you want to move an existing document into this folder, select the document.
Choose the "Move" option.
Step 8: Select the Folder
Select the folder you want to move the document into.
Step 9: Verify Document Movement
You will now see that the document has been moved into the selected folder.
Step 10: Create Subfolders (Optional)
To create subfolders within the current folder, click on "More" again.
Select "Create Folder" and give it a name, such as "Folder Two."
Step 11: Confirm Subfolder Creation
Click on "Create" to confirm the creation of the subfolder.