Add a folder

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:

1. Go to: Documents tab.
2. Click the add folder button at the top of the folder panel.
3. Type the folder name.
4. Choose if the folder is at the top level in the structure, or will by a subfolder by:
   1. Top - leave the 'parent folder' field to be blank.
   2. Subfolder - select from the list the parent folder which the new folder will be linked to.
5. Save.

Tip: Add a folder into a set point in the existing structure by selecting the edit button > add subfolder option.