Creating folders
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Prerequisite
- Access to the Drive (DR001) menu.
Introduction
The folder creation feature in SoftExpert Drive allows for organizing files in a structured manner, through customized hierarchies. With this resource, users can create folders and sub-folders according to their needs, which makes it easier to manage and locate records in the corporate environment.
Below, the illustrations of each topic will demonstrate a folder structure for a marketing campaign. This way, it is possible to relate the features to a real-life scenario.
Creating a folder
1. From the Drive (DR001) menu, access the My drive vision.
2. Expand the Create button and click on New folder.
3. Enter the name of the folder.
4. Click on Create.
It is not possible to create two folders with the same name.
Building a folder hierarchy
1. From the Drive (DR001) menu, access the My drive vision.
2. Open the folder to which you wish to add a sub-folder.
3. Expand the Create button and click on New folder.
4. Enter the name of the folder.
5. Click on Create.
6. Repeat this procedure inside the desired folders until completing the hierarchy.
Double-click on a folder to open its folder hierarchy.
Conclusion
With the creation of folders and hierarchies in SoftExpert Drive, the organization of records becomes clearer and more efficient. Navigating through directories is simple and intuitive, which contributes to a more productive and well-structured work environment.
Other operations available for Drive management are:
After checking out the management operations, see how to create files from scratch by accessing the next flow step.