To create a new FileBox from your workspace, simply click on the "New" button in the upper right corner of the screen and then click "New FileBox". Type your FileBox name choose Versions Tags (Plan, File Status, Forecast, Date) if necessary and click on Next to upload and map file or Create and Close to finish.
A Folder is used to save several FileBoxes in it. To create a new Folder, simply click on the "New" button in the upper right corner of the screen and then click "New Folder". Type folder name and click on create.
Add folders to Favorites:
To see folders in the left navigation pane you need to add them to your Favorites. Click on the 3 dots next to the folder and then "Add to Favorites".
You may also add a Collection Process, this is used by advanced users to automatically consolidate the data from any number of different FileBoxes into one master table in the DataBase. For more information click here.