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Home → Client Onboarding → Sales Rep → Adding a New Folder or Subfolder

1.18. Adding a New Folder or Subfolder

You can add a new folder or subfolder to your directory structure using the new folder button.

 

Important: If this button is not available from the toolbar, you may not have permission to edit your directory structure.

Proceed to one of the following sections below:

• Adding a New Top-level Folder
• Adding a New Subfolder
• Adding Folders or Subfolders Using the Right-click Menu

Adding a New Top-level Folder

You can add a top-level folder by selecting the repository name and clicking the new folder button.

1. In the navigation tree on the left side of the dialog box, click the repository-name entry (highlighted below).
    
2. Click the new folder button.
   The New folder name dialog box appears.
    
3. Type the folder's name in the name text box, and click OK.
   The new folder is added as a top-level folder in your directory structure.

Adding a New Subfolder

You can add a subfolder by selecting the folder in which the new subfolder will reside, and then clicking the new folder button.

1. In the navigation tree on the left side of the dialog box, click the folder that will contain the subfolder.
   The selected folder is highlighted, as shown below.
    
2. Click the new folder button.
   The New folder name dialog box appears.
    
3. Type the folder's name in the name text box, and click OK.
   The new subfolder is added inside the selected folder.

Adding Folders and Subfolders Using the Right-click Menu

You can also use the right-click menu to add folders and subfolders to your directory structure.

1. Perform one of the following actions, based on the type of folder or subfolder you are adding:
• To add a folder to the top level of your directory structure: Right-click the "white area" on the left side of the Browse dialog box, and select new folder from the menu that appears.
• To add a folder to the currently displayed directory level: Right-click the "white area" on the right side of the Browse dialog box, and select new folder from the menu that appears.
• To add a new subfolder to a specific folder: Right-click the folder (on either side of the Browse dialog box) in which the new subfolder will reside, and select new folder from the menu that appears. 
2. On the New folder name dialog box, type the folder's or subfolder's name in the name text box.
   
3. Click OK.
   The new folder is added to your directory structure.

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