How do I create a New Folder and Upload a file within the My Files tab?
- Select
'Contacts'
from the left navigation menu and select a contact (The following steps may be completed for any Contact, Company, Category or Project). - Select the
'My Files'
tab from the bottom right of the right panel. The file depot for the entity will be displayed. - Select a Folder.
- Click the
'New Folder'
button. - Here you can rename the ‘New Folder’ and press enter to save the new folder.
- To upload the file to the new folder, keep the folder selected and click
'Upload'
. - Select the file you would like to upload and click
'Open'
. - Confirm the upload by clicking
'Yes'
. - The file has been uploaded and linked to the selected contact or entity under the New Folder.