How To Add a Folder

AmpliFund contains system-generated folders that are accessible fromDocuments. Additionally, users can create folders within these main system folders. TheAdministratorandPublicfolders are only accessible fromDocuments; however, theFunds, Grants, Individuals, Organizations,Projects, andStafffolders can be accessed from the fund, grant, individual, organization, project, and staff records, respectively.

Users can create folders and sub-folders within the main system folders. Folders created on the object record will also appear inDocuments, and vice versa.

1. OpenDocuments>folder.
2. Click the(Create Folder icon)in theIcon Bar.
   
3. In the pop-up window, add a folderName.
4. ClickCreate.

--OR--

1. Open anobject record, such as a fund, grant, or individual.
2. Open theTools tab>Documents.
   
3. Click the(Create Folder icon)in theIcon Bar.
4. In the pop-up window, add a folderName.
5. ClickCreate.