Creating New Folders in Document Explorer (Mobile App)

Use the Documents Explorer to manage your business files effectively by keeping your documents organized and easy to access. This article explains how to set up a new folder using the mobile app.

1. Open the app and log in.

2. From the main navigation menu, select HR Data Management > Documents Explorer.
   
   

3. Navigate to the desired parent folder. Tap through the folders (for example, Company Documents > New) where you'd like to add a new folder.
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4. Tap the folder icon with a plus sign (➕).
   This opens the “New Folder” pop-up window.
   
   

5. Enter a folder name, such as "New Hire Paperwork."

6. Tap OK to create the folder.
   The new folder will now appear in your selected directory.
   

You’re all set! 😊👍

If you have questions, please call us at (888) 783-1493, email [email protected], or submit a ticket.