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Mitratech Success Center

Library Folders Quick Reference Guide

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.

Capture q5.PNG
Click on Library from the navigation sidebar. Capture Q1.PNG
Right click on the PolicyHub Library Folder and select Add Folder. Capture q2.PNG
Rename the New Folder and click return. Capture q3.PNG

 

Subfolders are added in the same manner.  Right click on the Folder and select Add Folder. 

For more information on maintaining your folders in PolicyHub, see our video titled “Encourage Use with Intuitive Folder Structures” in the PolicyHub High Value Tips and Tricks section of the Success Center. 

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