How To Add a Folder

AmpliFund contains system-generated folders that are accessible from Documents. Additionally, users can create folders within these main system folders. The Administrator and Public folders are only accessible from Documents; however, the Funds, Grants, Individuals, Organizations, Projects, and Staff folders 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 in Documents, and vice versa.

1. Open Documents>folder.
2. Click the  (Create Folder icon) in the Icon Bar.
   
3. In the pop-up window, add a folder Name.
4. Click Create.

--OR--

1. Open an object record, such as a fund, grant, or individual.
2. Open the Tools tab>Documents.
   
3. Click the  (Create Folder icon) in the Icon Bar.
4. In the pop-up window, add a folder Name.
5. Click Create.