Followup CRM now allows you to add customized storage folders. To create a new folder, click on settings, and then file folders.

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From here, you can add a new file folder by clicking the plus sign button in the top right corner.

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Name the file and hit save.

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Now when you open a project file, you’ll see a button at the top that says “Documents.”

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When you click on that, you have the option to drag and drop multiple files into each individual folder.

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You can also click into a specific folder and drag and drop files into them. Or, if you click anywhere on that page, you can upload a file(s) right from your desktop.

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To delete a file, just hit the trash can icon next to the desired file.

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