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.
|Click on Library from the navigation sidebar.|
|Right click on the PolicyHub Library Folder and select Add Folder.|
|Rename the New Folder and click return.|
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.