Page History

You can add your own folder structure to the Files section of a channel, either through the Files tab or in Files view for the channel.
In this example, we will add the following folder structure using the Files tab.

• In progress
• Waiting for signature
  • Meyer signature needed
  • Dunn signature needed
• Complete

To add the folder structure using the Files tab:

1. Open the channel.

2. In the right-panel, click Files.
   Image Added
   
   

   Info
   Here, we will work in this view of the Files tab, but you can also click the Full view icon and work in full view. For an example of performing this procedure in full view, see Scenario: Receiving and organizing client data.

   
   

3. Click the 3 dots in the toolbar, and choose Create Folder.

   Image Added
   An Add Folder dialog box opens. Enter the name of the first folder that you want to create. In this example, the folder is In progress.
   Image Added
   
   

4. Click Create Folder.
   Image Added
5. Repeat this procedure to create the folders Waiting for signature and Complete. 
6. Click Waiting for signature to open it.
   Image Added
7. Click the 3 dots in the toolbar, and choose Create Folder, then enter the first sub-folder's name, Meyer signature needed.
8. Repeat to create the second sub-folder, Dunn signature needed.
   Image Added
   The folder structure is now complete, and you can now keep your files organized.