You can add folders to your process forms to keep your files organized. If you are tracking contracts or supplier files, you may want to setup folders to keep contracts and other files organized. You may also want to setup folders to keep the different link types organized. For example, you may want to setup different folders to house your Google Drive, DropBox, and Box links.
Top Left Menu >> Setup >> Select the Process. Add a folder by clicking the + Add a folder button.
Enter the name of the folder.
Choose from the drop down menu the type of Files allowed:
Single with versions - will only display the latest file/link that has been added to the folder.
Multiple - will display all the files/links that have been added to the folder.
Lastly, choose if adding a file/link is Required or not. Click OK to save.
See also: