To organise your File Library, you can set up folders and move them around just like the folders on your computer hard drive.
Step-By-Step Guide:
- Select File > File Library on the PolicyPlus Administrator Toolbar
- Navigate through the File Library to find the location of your current folder
- Select the check box that appears on the top left corner when you hover over the folder or file you want to move
- On the File Library toolbar, click Edit, then select Move Selected Items
- A new window will open. In the Search for a location box, type the location in the File Library that you want your folder to be moved to. A filtered list will open as you type in your location. Click Select and then click Submit.