Document Manager

How do I add, edit or delete folders in the Document Manager?

How do I add, edit or delete folders in the Document Manager?

Click Add Folder on the left side of the Document Manager to create one. To rename or delete a folder, click the three dots icon next to the folder name.

Folders keep your project documents organized, so contracts, permits, insurance certificates and closing documents each have a home.

Adding a folder

Click Add Folder on the left side of the Document Manager screen, enter a name for the folder and save.

Editing or deleting a folder

Click the three dots icon next to the folder name. From there you can edit the folder name or delete the folder.

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