Add a Folder

Use the Navigation pane to add a folder to organize clients or forms.

To add a folder

1. In the Navigation menu, click Clients or Forms.

2. In the Clients or Forms pane, expand the nodes to the place where you want to add the folder.

3. Right-click the node or folder name, click Add, and then click Add Folder. The system creates a folder.

4. Type over the "New Folder" label with the name of the folder and then press Enter.

Note: Using a folder name that is the same as a client name could cause an error the next time you open Exchange.

Related Topics

Rename a Folder

Delete a Folder

Folders