Step 1

 

Click on “Customer” in OIS Central after logged in to www.oiscentral.com 

 

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Step 2

 

Search for account “1001” and click on the company name.

 

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Step 3

 

Click on the “File Cabinet” tab and click on the “Add new File” button.

 

123456

 

 

Step 4

 

Click on the “Add new” button.

 

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Step 5

 

Click on the “New” button.

 

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Step 6

 

Enter the folder “Name” and click on “save” button.

 

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Step 7

 

To create a sub folder, repeat steps 5 & 6 and select a “Parent Folder” then Click Save

 

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