The default folder structure is used each time you create a new project, contact or staff record from the folder templates. The folder templates are setup by your Synergy Administrator.
Add extra folders to store your files in by:
- Go to: Documents tab.
- Click the add folder button at the top of the folder panel.
- Type the folder name.
- Choose if the folder is at the top level in the structure, or will by a subfolder by:
- Top - leave the 'parent folder' field to be blank.
- Subfolder - select from the list the parent folder which the new folder will be linked to.
Tip: Add a folder into a set point in the existing structure by selecting the edit button > add subfolder option.