View Source

On the user's left menu panel, click Document Management menu
Open the Document Source screen
Click the New Folder button
Click the created folder to rename or click the Edit button

To add a sub-folder, click the folder then click the New Folder button again
i21 Documentation > How to Create and Duplicate Folders in Document Source > image2018-11-7 15:22:36.png

Field	Description
Source	The Source for the Folder Structure. Initially this only include Contracts but later it will be expanded to include other i21 screens like Vouchers, Invoices, Journals, etc.
Folders	The name of the folder or sub-folder
Document Type	Optionally assign a Document Type

To duplicate a folder and it's sub-folders, select the main folder then click the Duplicate button. This will be automatically saved.