Firm > Manage Firm Portal Folder
Use this page to create and manage Portal Folders.
Create a New Firm Portal Folder
Step 1. Go to Firm > Manage Firm Portal Folder.
Step 2. Select Add Firm Portal Folder from the Page Actions drop down menu.
Step 3. Enter a Title for the Portal Folder.
Step 4. Click the Save button to finalize, or the Save Add button to add additional Folders.
Edit a Firm Portal Folder
Step 1. Go to Firm > Manage Firm Portal Folder.
Step 2. Click the Pencil icon to open the Folder information.
Step 3. Make your changes to the information,
Step 4. Click the Save button to finalize your changes.
Delete a Firm Portal Folder
Step 1. Go to Firm > Manage Firm Portal Folder.
Step 2. Click the Trash icon.
Step 3. Click Confirm in the confirmation window.
