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

  5. To add a sub-folder, click the folder then click the New Folder button again

    FieldDescription
    SourceThe 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.
    FoldersThe name of the folder or sub-folder
    Document TypeOptionally assign a Document Type

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

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