FOLDERS

FOLDERS 

An Edu Admin is able to manage their documents into Folders. The system creates the following automatic Folders:

• Student uploads (any doc uploaded by a client appears here)
• Tutor uploads (any doc uploaded by a trainer appears here)
• Club docs (default admin upload folder) 

ADDING A FOLDER 

To add a Folder an admin should do the following: 

• Log into their account
• Go to My Development > Documents > Folders
• Select the blue + button 

Once the ADD form opens, the admin should do the following:

• Enter a title
• Select Status – Enabled
• Select CREATE

The Folder will now be created and can be viewed on the ALL ACTIVE Folders overview. 

EDITING A FOLDER 

Please note that it is not possible to EDIT a system-created Folder, only folders that have the PENCIL icon are able to be edited by the Edu Admin. 

To EDIT a Folder the admin should do the following:

• Log into their account
• Go to My Development > Documents > Folders
• Select the PENCIL icon on the folder you wish to edit 

Once the EDIT form opens, the admin should do the following:

• Change the title of the folder
• Or change the status of the folder
• Select UPDATE to save changes

Please note that if a folder is marked as disabled it can still be viewed by viewed by changing the filter on the FOLDERS OVERVIEW to show DISABLED folders.