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How do I create a folder?

Table of Contents
Follow these steps to create a folder:
  1. Click the Main Menu.
  2. Click the Sales tab.
  3. Select the Documents module.
  4. Click the +Add Document button in the List view.
  5. Click the New Folder button.
  6. Enter a folder name.
  7. Select a parent folder (optional).
  8. Click Save.
To learn more about Documents, click here.
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