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Adding Folders and Labels

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Written by Amy Chen

To add a folder and/or label:

  • Select a section of the application that allows the addition of folders.

  • Click the + Add button and select Folder/Label.

  • Indicate that you are adding a Folder Name and/or a Document Label by checking the relevant box(es).

  • Enter the name and/or label in the appropriate field(s).

Note:

A blank field shows as “NA” when the item is added in the tree. For example, entering “Trial 2” as the folder name and nothing in the label field results in the addition of a folder called “Trial 2 – NA” in the tree.

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