Documents - Folder Structure - How to Create a Project Folder Structure

6 STEPS

1. After accessing Neostella, click the grid icon, select the Control Center option, and navigate to Documents > Folder Structure.

2. Then click the +PROJECT FOLDER STRUCTURE button.

3. Enter the folder structure name in Setting Name*.

4. Select the Project Type*.

5. The Project Type* dropdown displays only the Project Types that currently exist for the tenant.

6. That's it. You're done.

4 STEPS

1. To create a new folder in the structure click + FOLDER.

2. Then in the displayed field, enter the folder’s name.

3. And click the check icon or press Enter to save the folder.

4. That's it. You're done.

4 STEPS

1. To add a nested folder, click the icon next to the folder where the new subfolder will be created.

2. Enter the subfolder name.

3. Click the check icon or press Enter.

4. That's it. You're done.

4 STEPS

1. To edit a folder’s name click the edit icon next to the folder that will be edited.

2. In the field, change the folder’s name.

3. Click the check icon or press Enter.

4. That's it. You're done.

3 STEPS

1. To promote / nest / reorganize folders drag the folder with the icon.

1b. Drop

2. Drop the folder in the required location:
To nest a folder: Drop it onto another folder.
To promote a folder: Drop it at a higher level within the structure.
To reorder folders: Drop it in the desired sequence or position.

2b. Drop

3. That's it. You're done.

3 STEPS

1. To delete a folder click the Delete icon icon next to the folder.

2. If the folder contains nested folders, those folders will also be removed.

3. That's it. You're done.

4 STEPS

1. To save the folder structure click +CREATE.

2. The folder structure was created successfully message is displayed.

3. Click here

4. That's it. You're done.