- November 12, 2021: Renamed “Manage Folders” page to “Folder Management.”
- November 22, 2019: Published.
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.
From the Folder Management Page
- Click the Create a Folder button at the top-right.
- Assign a name for the folder.
- Select Save.
From a Company’s Page
- Click Actions ➔ Add To Folder.
- Click the Create new folder link at the bottom of the results.
- Assign a name for the folder.
- Select the
Checkbox to confirm.