Prerequisite(s): The System Administrator must have assigned you the Document Management Administration role.

 

Note: DMS Administrators may add customer folder(s) to the file and folder management folder structure. These customer folder(s) will be displayed under their respective folders in the File and Folder Management folder structure. They are also displayed and available in the folder structure for 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 Administration sub-link from the menu bar.

3.   If not already selected, click the File and Folder Management tab at the top of the Document Management System Administration page.

4.   Navigate the File and Folder Management folder structure to the folder where you wish to add a new customer folder by clicking each folder name link.

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

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