Prerequisite(s):       The System Administrator must have assigned you a DMS Customer role.

The DMS Administrator must have given you read/write privileges to folder(s) in the DMS folder structure
which you wish to add a customer folder.

 

Note: DMS Users may add customer folder(s) to the DMS folder structure. These customer folder(s) will be displayed under their respective folders in the DMS folder structure. They are also displayed and available in the folder structure for other users that have a DMS User role assigned to their profile; DMS Users may upload and store documents in these folders.

 

1.   Hover your mouse over the Administration link on the menu bar.

2.   Click the Document Management sub-link from the menu bar.

3.   Navigate the DMS folder structure to the folder where you wish to add a new customer folder by clicking each folder name link.

4.   Enter a new folder name in the ‘New Folder Name’ field.

5.   Click the Create New Folder button (see Screen Shot).