How to create a folder and required document

Use the Documents module to create folders and attach required documents. This helps you organise files by defining the documents that need to be collected.

Before you begin: Make sure you have access to the Documents module and the relevant customer account if you are a reseller.

1. Go to Documents. In the main menu, click Documents > Documents.
2. [Reseller only] Select the customer. Use the grey dropdown to choose the customer you want to create the folder for.
3. Create a new folder. Click the New Folder button above the grey dropdown, then select Create from scratch.
4. Name your folder. Enter a name in the Title field (e.g. "Previous Assessments").
5. Add a required document. At the bottom of the screen, click the green Add new required document button.
6. Name the document. Enter a name in the Document Name field (e.g. "Fire Risk Assessment").
7. Save. Click the Save button in the lower right of the screen.

Tip: Use clear, descriptive names for both folders and documents so they are easy to identify later.