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

To create a Folder Structure for a specific Contact Type follow these steps:

1. After accessing Neostella, click the grid icon, select the Control Center option, and navigate to Documents > Folder Structure. In the Folder Structures dashboard, click the Contacts tab.
2. Click +CONTACT FOLDER STRUCTURE.
3. Enter the folder’s name in Setting Name*.
4. Select the Contact Type*. 

5. To create a new folder in the structure:

• Click + FOLDER.
• In the displayed field, enter the folder’s name and click the check icon or press Enter.

6. To add a nested folder:

• Click the icon next to the folder where the new subfolder will be created.
• Enter the subfolder name.

7. To edit a folder’s name:

• Click the icon next to the folder that will be edited.
• In the field, change the folder’s name and click the check icon or press Enter.

8. To promote / nest / reorganize folders:

• Locate the folder to be moved.
• Drag the folder by its icon .
• 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.

9. To delete a folder:

• Click the icon next to the folder. Any nested folders will also be removed.

10. Click +CREATE. The folder structure was created successfully message is displayed.