Creating folders
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Prerequisite
- Access to the Drive (DR001) menu.
Introduction
The folder creation feature in SoftExpert Drive allows you to organize files in a structured way, through customized hierarchies.
With this feature, users can create folders and subfolders according to their needs, making it easier to manage and locate records in the corporate environment.
Below, in the illustrations of each topic, the folder structure of a marketing campaign will be demonstrated. This way, you can associate the features with a practical scenario.
Create folder
1. Access the Drive (DR001) menu in the My drive view.
2. Expand the Add button and click New folder.
3. Enter the folder name.
4. Click Create.
It will not be possible to create two folders with the same name.
Build folder hierarchy
1. Access the Drive (DR001) menu in the My drive view.
2. Open the folder in which you want to add a subfolder.
3. Expand the Add button and click New folder.
4. Enter the folder name.
5. Click Create.
6. Repeat the procedure within the desired folders until you complete the hierarchy.
Double-click a folder to open its folder hierarchy.
Conclusion
By creating folders and hierarchies in SoftExpert Drive, record organization becomes clearer and more efficient. Navigation through directories is simple and intuitive, contributing to a more productive and well-structured work environment.
Other operations available to manage Drive are:
After accessing the management operations, check how to create files from scratch by accessing the next step of the flow.