In Vtiger CRM, you can easily create a new folder to manage your files systematically.
You can create a new folder in the following ways:
- Using the + Add button in the Documents List or Thumbnail View
- Using Quick Create
Now, we will learn about each method in detail.
Using the + Add button
Follow these steps to create a new folder using the +Add button:
- Log in to the CRM.
- Click the Main Menu.
- Go to Essentials > Documents. The Documents page opens.
- Click +Add.
- Select New Folder from the drop-down. The New Folder window opens.
- Enter or select the following information to create a new folder:
- Folder Name: Enter the folder name.
- Parent Folder: Select a parent folder from the drop-down if you want to create a subfolder.
- Click Create.
Using Quick Create
Follow these steps to create a new folder using the quick create:
- Log in to the CRM.
- Click the Quick Create icon located on the top right side of your screen.
- Select Documents. The Create window opens.
- Select New Folder. The New Folder window opens.
- Enter or select the following information to create a new folder:
- Folder Name: Enter the folder name.
- Parent Folder: Select a parent folder from the drop-down if you want to create a subfolder.
- Click Save.
Once saved, the new folder will appear on the left side of the folder tree. If a Parent Folder was selected, the new folder will be displayed as its subfolder. You can start adding relevant documents to the newly created folder for better organization