Document folders allow you to better organise your documents and photos.
Like documents and photos, document folders are specific to a record (like a quote or task). So if you create document folders for one task, they will not be available to another task.
Create a folder
Create a sub-folder
Hover over the folder you want to use as the top-level folder. On the controls that appear to the right of the folder name, click (green plus icon):
Enter a name for the sub-folder and click save (green disk icon).
Click the (edit) icon to change a folder's name.
Click the (delete) icon to remove a folder.
The (solid black folder) icon indicates that there are sub-folders in that category.
To change a sub-folder to a top-level folder, drag it to the Top Level Drop Area at the bottom of the folder list.
Move a file to a folder
Move a file from one folder to another by clicking in an empty space on the row, or by using the icon under the Drag column , and dragging the file to the folder you want.