Library Folders
This Quick Reference Guide provides the steps for creating folders and sub-folders in the PolicyHub Library.
Best Practice |
|
|
Define and document your folder structure requirement prior to updating PolicyHub. Save this information along with your naming conventions in a system administrator folder in PolicyHub. |
 |
Creating Folders at Root Level |
|
| Click on Library from the navigation sidebar. |  |
| Right click on the PolicyHub Library Folder and select Add Folder. |  |
| Type in the name for the New Folder and press Enter. |  |
Creating Subfolders |
|
| Right click on the folder you want to add the subfolder to and select Add folder. |  |
| Type in the name for the subfolder and press Enter. |  |
Renaming Folders |
|
| Right click on the folder and select Rename folder. | |
| Type in the new name for the folder and press Enter. |  |
Moving Folders |
|
| Select the folder you want to move and drag-and-drop it to the new location |
|
Deleting Folders |
|
| Right-click on the folder and select Delete folder | |
| Click on Yes to confirm deletion of the folder |  |
|
Note: you cannot delete a folder that contains one or more documents that have been published You will need to move the folders to another location before you can the folder |
 |
