Managing Folders

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Folders is a powerful feature that enables you to store information associated with an account that is not available in the default database layout.

You can access the Folders page by clicking the Folders sub-tab on the Account Details page, as shown in Figure 1. The Folders page is shown in Figure 2.

 

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Figure 1 Accessing the Folders Page

 

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Figure 2 The Folders Page

You can add any number of folders into this module from the Admin module. For more details, refer to Creating Custom Folders and Fields. After an administrator configures a folder and enables it, you can navigate to the account folder and add files to the folder.