How to Create a New Folder
- Mercedes Rothwell
- matt scrimshaw
- Gints Vaskums
Owned by Mercedes Rothwell, created
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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 |
|---|---|
Oct 2021 | Comprehensive documentation about adding a folder into Docupace. |
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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.
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