How to Create a Document Folder

[vppismail]

Dear Concern,
I am beginner in ESPO CRM and I don't know how to configure.
I having issue with Document Folder that is I cannot see the document folder in the menu. I wanted to create document folder with link to the account name and also need field to insert document with folder.
Could anybody please help me.

[joy11]

You can add a documents panel to your created accounts by going to Administration>Layout Manager>Accounts>Relationship Panels and then making sure documents are under the enabled option.

If you want the document link to show up in your navigation you'll need to go to Administration>User Interface and on the Tab List make sure it is on there.

To create a document folder go to the Documents section and under the search bar there is a book icon that says Documents and then to the right of that is a burger stack. If you click on the burger it will allow you to add document folders.

Hope that helps.

[tanya]

Hello

http://forum.espocrm.com/forum/general/29481-create-document-folder-and-knowledge-base