Adding New Folders

Administrator-level users can add new folders to the index structure of the documents module from the Index pane. There is a three-dot menu under the view selector menu. See the screenshot below:

1. Select the Modify Index option from the dropdown menu.
   • The Modify Index window will open.
2. Hover over the parent folder or, to create a new zone-level folder, hover over the index itself. Select the + symbol to create the new folder. See the screenshot below.
   • Because index structures can be customized on a room-by-room basis, your index structure may appear different from the one shown.

     

3. When the folder is created, name the folder and press the Enter Key to save the name.
4. Perform any other desired index modifications and press Save.