Add a File in Folder

File in Folders are used to restrict what active and filed activities can be viewed by users.

File in Folders:

• Personnel
• Payroll
• Medical
• Confidential

To add a new File in Folder:

1. Click on the Admin tab.
2. Click on the Workflow/Forms subtab.
3. Click on the File in Folders subtab.
4. Below the Add File In Folder header, enter the name of the new file in folder in the Folder Name  field.
5. If applicable, check the Allow Subject to view and/or Allow Supervisor(s) to view boxes to allow the subject or the subject's supervisor to view the content within the File In Folder.
6. Click on Add to create the new File in Folder.

Permissions

The Customer Super Admin user role is required to add a File in Folders.