Creating a Folder in the Connected Desktop

Organizing your files is easy with the SmartVault Connected Desktop. You can create a new folder inside an existing one or within a client vault by following these steps:

  1. Adding a folder inside an existing folder: Right-click on the folder where you want to add the new folder.
  2. Adding a folder inside a client vault: In the Document View pane, right-click outside the existing folder structure but within the client vault.
  3. Click New Folder.
  4. Right-click the New Folder and choose Rename Folder to change its name.
Was this article helpful?
1 out of 5 found this helpful