How to create a folder for documents?

With SalesHandy, arranging the documents and putting them in folders is very easy. It makes the document management more flexible. Just go through the steps given below to create a new folder for your important documents in SalesHandy.

  1. Login to your SalesHandy web-app and click on Documents.
  2. Click on the New Folder icon beside the Folders list
  3. Provide a new name to the folder and click on Add Folder.

You can see the new folder under the list of Folders. Now you can add new documents in it or move existing documents to your new folder.

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