NextGen Knowledge Center

Setup User-defined Document Folder

You can select commands from a right-click menu in the Folders section of the Organize document folders window to do the following actions:
  • Create a folder under Document Folders or an existing user-defined folder.
  • Rename an existing user-defined folder.
  • Delete an existing user-defined folder.
  1. To create a document folder, in the Folders section, right-click the folder that you want to place the new folder under, and select New.

    A new folder icon appears with the default name New Folder 1.
    • Select the name box, and enter a new name for the folder.
    • Select outside the name box or select <Enter> to save the name.
  2. To rename a document folder, in the Folders section, right-click the folder, and select Rename.
    The name box is opened for editing.
    • Enter a new name for the folder.
    • Select outside the name box or select <Enter> to save the name.
  3. To delete a document folder, In the Folders section, right-click the folder, and select Delete.
    The Delete selected folder window opens, alerting you that all sub folders and document links will be removed.
    • Select OK to delete the folder, or Cancel to retain it.