What are document folders?

The Documents Management system includes default preset folders to make uploading and indexing documents faster. The preset folders are:

  • Learning
  • School Policies
  • Forms
  • Brochures
  • General
  • Newsletter

You can add custom name folders if you prefer not to use these folder names or need additional folders. You can also create sub-folders for preset folders and for your custom folders.

How do I add a document folder?

To add a new folder:

  1. Click the Add Folder button.
  2. Select Top Level from the Parent Folder dropdown
  3. Add your folder name to the Title field.
  4. Click Save.

How do I add a subfolder?

  1. Click the edit icon (pen symbol) next to the folder name and select Add sub-folder. You are taken to the Add Folder interface.
  2. The Parent Folder is preset based on the contextual link. Add the name for your sub-folder to the Title field.
  3. Click Save.

You can also add a sub-folder directly by clicking the Add Folder button. Select the folder name from the Parent Folder, and then add your folder name to the Title field. Click Save.