Add folders to a process to keep you files organized. For example, if you are tracking contracts or supplier files, you may want to setup folders to keep contracts and files organized. Or you may want to setup folders to keep the different link types organized. For example, you may want to setup difference folders to house your Google, DropBox, and Box links.
To add a folder to a process, go to setup.
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.