How to Create a New Folder

The folders in the Communication Grid can be customized by Admins in General Settings. When a new folder is created, by default, Contacts will not have access to the folder.

Steps

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Manage Folders’. 
4. In the top right corner, click ‘Add Folder’.
5. Enter a name for the Folder.
6. Select the folder type: Investing Entity/Investor.
7. Click ‘Save’.
8. Review the folder details in the Folder Review overlay.
9. Click ‘Continue’.