Folders are a great way to organize documents in the document library.  By default, your Method account will have the following folders.

• Business processes
• Case studies
• Customer-specific
• General marketing
• Press releases
• Product data sheets
• Proposal templates
• Sales presentations
• Sell sheets
• Training

If you’re a SmartVault user you’ll have an extra default folder called Uncategorized SmartVault Files.  This folder is automatically created by Method when you fetch documents from SmartVault into your Method account the first time.  Why?  Because Method won’t know where

Accessing the new/edit document folders screen

You can access the New/Edit Document Folders pop-up from the New Document and Edit Document screens.

1. In Method CRM, click Documents > New Document.
2. For the Folder dropdown list, click (…).

Creating a new folder

1. From the New/Edit Document Folders screen, in the Name box, type in the name of the folder.
2. For the Assigned To dropdown list, select who the folder is assigned to.  
3. For the Document Folder Is Activate? checkbox, indicate if the folder is active or inactive.
   
   Tip: only active folders will appear in dropdown lists for document folders
4. Click Save, Save & Close or Save & New.

Editing an existing folder

1. From the New/Edit Document Folders screen, from the Existing Document Folders grid at the bottom, click Select next to the folder you’d like to edit.
2. Make the necessary edits to your folder.
3. Click Save, Save & Close or Save & New.

Deleting an existing folder

1. From the New/Edit Document Folders screen, from the Existing Document Folders grid at the bottom, click Select next to the folder you’d like to delete.
2. Click More actions... > Delete Document Folder.
3. Click OK.