How do I create a New Folder and Upload a file within the My Files tab?
'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
- 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
- Select the file you would like to upload and click
- Confirm the upload by clicking
- The file has been uploaded and linked to the selected contact or entity under the New Folder.