Create a Folder in the CM App

You can create new folders from either the Folder Management page or within a company’s profile. The folders that you created will appear in the “Folders” section of the Portfolio drop-down menu and in the Folder Management page.

Instructions

From the Folder Management Page

1. Click the Create a Folder button at the top-right.
2. Assign a name for the folder.
3. Select Save.

From a Company’s Page

1. Click Actions ➔ Add To Folder.
2. Click the Create new folder link at the bottom of the results.
3. Assign a name for the folder.
4. Select the Checkbox to confirm.

See Permissions: Folders.