Articles on: File management

Understanding - File Manager

Files folders can be created from the CRM view or My Account / Company / CRM Documents.

From CRM View

Click on Actions
Select Add a Folder

Here you can change a folder name, change folder.

From CRM Documents

1. Go to My Account Company

Go to CRM Documents
Click on Actions
Click on Add Folder

Navigate into folders

Once you created a folder, you can look through it by clicking on the folder icon.

Here left icon for the "Private Equity Deals" folder. Then if you want to go back to the main directory, click on the House Icon left to Private Equity Deals folder name.

Updated on: 11/07/2022