Files (Folders and Documents): How do I add a folder or subfolder to Workroom Records?

Getting and staying organized means making folders and subfolders. 

To create a new folder in a Workroom, select the Records tab.


In the Records section, highlight the location where you want to place the new file.

Select the New Folder icon; a blank field will open in the section you selected.

Enter the name of your new folder.

Click Enter to save and your new folder has been created.

Here's how to create a subfolder: Highlight the folder where you want the new subfolder, and click the new folder icon. Follow the same steps to name your subfolder.

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