Add a New Folder

Use the Folders grid of the Document Management form to add a new folder.

To add a new folder, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > General > Document Management.
  2. In the Folders grid on the Document Management form, select the folder to which you want to add a child or sibling folder.

    Only folders for the selected document library display in the Folders grid. The row indicator displays to the left of the selected folder.

  3. In the Folders grid, click Insert.
  4. On the Add folder dialog box, specify whether the new folder is a child folder or a sibling folder.

    A child folder becomes a subfolder of the selected folder. A sibling folder is at the same level as the selected folder.

  5. In the New folder title field, enter a title.
  6. Optional. Go to the following Microsoft Knowledge Base article for a list of characters not allowed in titles: http://support.microsoft.com/kb/905231.
  7. Click OK.