Your portal includes a dedicated document storage area where you can securely and reliably upload all your documents for easy access and safekeeping. With the option to create custom folders, you can organize your documents in a way that best suits your needs.
Add a folder
Rename a folder
Delete a folder
To add a folder:
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Navigate to 'Docs' from the menu on the left hand side of your portal.
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In the Docs area, click the 'Folders' tab.
- Click 'Create folder'.
- A pop-up window appears. Enter a name for your new folder and click 'OK'.
- The newly created folder will appear in the Folders list. You can now move documents into the folder as necessary.
To rename a folder:
1. In the Docs area, click the 'Folders' tab.
2. Locate the folder, click the 3 dots and select 'Rename'
3. A pop-up window appears. Enter a name for your new folder and click 'OK'.
4. A confirmation messages appears and the new folder name is reflected in the Folders list.
To delete a folder:
1. In the Docs area, click the 'Folders' tab.
2. Locate the folder, click the 3 dots and select 'Delete'
3. A confirmation window appears. Please note that deleting a folder will also delete all of the files and any subfolders in it. To proceed, click 'Confirm'
4. The folder is deleted and a confirmation messages appears.