Use the DMS to create New Folders to categorize content. You can group related documents together within folders as well as subfolders to organize your documents for your brokerage.
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- Once signed into the DMS, click New Folder (see below, indicated by the red arrow).
- A pop-up box will appear (see below). Complete the following information:
- Name: This is the only required field and is the name of the folder (see above, highlighted in yellow).
- Title: This secondary name is optional and can provide additional space for your folder nomenclature. If the title matches the chosen folder name, only the fold name will be displayed.
- Description: Describe the contents of the folder (see above, circled in green).
- Once you have added the details, click Save (see above, indicated by the red arrow).
You have now created a new folder.
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