How to Create a New Folder

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Introduction: This guide describes how to create a new folder.

Audience: Financial professionals who need to create new clients in Docupace.

Functionality: Folders allow you to store information related to a specific client, HR subject, or Accounting subject.

Change Log:

Date	Changes

Date	Changes
Oct 2021	Comprehensive documentation about adding a folder into Docupace.

The steps to create a folder are very similar regardless of the type of folder you are trying to create. However, where you need to go to create each folder is different. Each type of folder also has different fields. Click the tabs to learn how to create a folder in each location.