Create a folder in the Documents panel

task brazil Updated Sep 10, 2026 1 min read create-a-document-folder.md
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Organize documents by creating folders and nested folders in the Documents panel.

Before you begin

Role required: sn_audit_ws.auditor, sn_audit_ws.supervisor

Procedure

  1. Navigate to All > Audit > Audit Workspace, and open an engagement, control test, or evidence record.

  2. Select the Documents panel.

  3. Select Add, then select Folder.

    To create a folder at the top level, select Add. To create a nested folder, open an existing folder first, then select Add.

  4. Enter a name for the folder, and select Create.

  5. Select the folder to open it, and add documents or additional folders inside it.

    Use the breadcrumb to navigate back to a previous folder level.

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