How do I create a folder?

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:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials > Documents.  The Documents page opens. 
4. Click +Add. 
5. Select New Folder from the drop-down. The New Folder window opens.
6. Enter or select the following information to create a new folder:
   1. Folder Name: Enter the folder name.
   2. Parent Folder: Select a parent folder from the drop-down if you want to create a subfolder.
7. Click Create. 

Using Quick Create

Follow these steps to create a new folder using the quick create:

1. Log in to the CRM.
2. Click the Quick Create icon located on the top right side of your screen.
3. Select Documents. The Create window opens. 
4. Select New Folder. The New Folder window opens.
5. Enter or select the following information to create a new folder:
   1. Folder Name: Enter the folder name.
   2. Parent Folder: Select a parent folder from the drop-down if you want to create a subfolder.
6. 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