Create new Folders

OBJECTIVE

To create a Folder to better organize and share Files.

BACKGROUND

Organizing Files into Folders is a valuable way to save time when looking for a critical document and to share information easily.

THINGS TO CONSIDER

  • There is no limit on the number of Folders or Subfolders that can be created.
  • Folders can be shared with ClientLink, TeamLink, Company, and Basic users.
  • Folders can be set to Private by the creator.

STEPS TO CREATE A FOLDER

  1. Navigate to Company Files, My Files, or a Project via the Left Sidebar
    1. Select the Files tab if you're in a Project
  2. Click the green +Add New button
  3. Select New Folder
    1. A new highlighted folder will appear
  4. Name the Folder

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.