Step 1
Click on “Customer” in OIS Central after logged in to www.oiscentral.com
Step 2
Search for account “1001” and click on the company name.
Step 3
Click on the “File Cabinet” tab and click on the “Add new File” button.
Step 4
Click on the “Add new” button.
Step 5
Click on the “New” button.
Step 6
Enter the folder “Name” and click on “save” button.
Step 7
To create a sub folder, repeat steps 5 & 6 and select a “Parent Folder” then Click Save