Document Folders

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All documents must be in folders to show on the portal. Before uploading your document, make sure there's a folder available, or create one using the following steps.

To access the Documents Manager place your mouse over the Administration tab at the top of your screen.

1. Click on Drop_down_arrow to select the type of folder you need to add in the Document Type: list. If you select Group or Marketplace Business, an additional selection box displays for you to select the group or business.

Document_Type

2. To Add a folder click on the Add button in the Filters: section of the Document Manager.

Add_Button

3. The Create New Folder dialog box opens. This dialog box will also tell you what kind of folder you are creating.

Create_New_Folder

4. Type the name of the folder in the Name: text box. There is a 30 character limit including spaces.
5. To add the folder to the portal, click on the Save button.
6. To discard the changes, click on the Cancel button.

Cancel_Button

7. Click on Drop_down_arrow to select the type of folder you need to add in the Document Type: list. If you select Group, an additional selection box displays for you to select the group.
8. To Edit a folder click on Drop_down_arrow to select the folder from the Folders: list in the Filters section of the Document Manager.
9. Click on the Edit button

Edit_Button

10. Make the necessary changes to the name of the folder. There is a 30 character limit, including spaces.
11. To save the changes, click on the Save button. The dialog box closes.

Save_Button

12. To discard the changes, click on the Cancel button, the dialog box closes.

Cancel_Button

13. Click on Drop_down_arrow to select the type of folder you need to add in the Document Type: list. If you select Group, an additional selection box displays for you to select the group.
14. To Delete a folder click on the Delete button in the Filters: section of the Document Manager. The folder is permanently deleted.

Delete_Button

15. Only folders that do not contain documents can be deleted. If the folder has documents the Delete button will not be available.
•To remove a document from a folder, click on the document to highlight it.
•Click on the Edit button.
•In the Edit Document screen change the folder the document is in.
•Click on the Approve or Submit button to save your changes.
•Click on the Cancel button to discard your changes.