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How do I create a folder in the document library?

In Documents, click Create a folder, choose its Scope and access level, then save.

  1. Open the Documents section.

    Documents section

  2. Click the Create a folder icon, at the top right.

    Create a folder icon

  3. (Optional) To share the folder between several sites of the same client, choose Client under Scope.

    Scope section with the Client option

  4. Under Access, choose the visibility level.

    Access section: Public, Internal, Confidential

  5. Click Save: the folder appears on your Documents dashboard.

Level For whom?
Public The widest visibility
Internal Internal use within the facility
Confidential Restricted access