To facilitate the organization and management of documents, the system allows the creation of Folders, which work as groupers. Folders can be structured into different hierarchical levels, enabling more efficient organization according to company needs.
To register a new folder, access the Manage Documents screen, click the arrow next to the + Document button, and select the + Document Folder option.
On the folder registration screen, fill in the following required fields:
*Name: folder identification.
*Responsible users: users responsible for the folder and its documents.
*Area: sector or department to which the folder is linked.
After completing, just save so the new folder becomes available and ready to be linked to documents. In the document editing screen, use the Document Folder field to select the folder where the document should be stored.
