Every project in Celoxis has a project folder by default. Before you start uploading documents in it, you may want to create a folder structure to better organize your documents.
To create a folder :
- Navigate to the project where you want to create folder.
- Click on the project specific Documents report in the project from the list of reports on the left panel.
- By default, you will see a folder which has the project name. This is your project's folder. You can create folders in this.
- Click on the action selector drop-down for the project folder.
- Click on Add Subfolder.
- On the pop-up window, enter the Name and Details (if required).
- Click on Submit.
- The folder is created. You can now add documents under this folder. You can also add sub-folders to the new created folder. All the folder related actions are available for this folders also
- To add sub-folders to the folder, click on the action-drop-down of the parent folder under which you want to create a sub-folder.
- You cannot add sub folders to a task folder.