Create Job Document Folders

Use the Docs submodule to create document folders for selected jobs.

To use Docs, you must have access to Jobs as defined in User Access Rights under Settings.

To create a job document folder:

  1. On the main toolbar, click Jobs .
  2. In the left pane, click Jobs List and highlight the job that you want to create a job document folder for.
  3. On the side toolbar, click Docs.
  4. In the left pane, highlight the folder where you want your new folder to be nested under.
  5. Click Folder menu and select Create folder.
    Alternatively, right click on the folder where you want your new folder to be nested under and select Create folder.
  6. In the dialog box, enter the folder name and click OK.