Add folders and subfolders to an existing faxbox

Administrators with access to the faxbox can create additional folders and subfolders to enhance efficiency and organization.

Adding folders and subfolders

1. Click the Settings icon on the main Retarus Fax Portal page.
   → The User management screen displays and shows any admins with access.

2. Click the Faxbox configuration tab.
   → The Faxbox configuration screen displays the list of your available faxboxes.
   → Use the Update → option at the end of each faxbox listing to add folders/subfolders to a faxbox.

3. Click Update → at the end of the faxbox listing that needs folders/subfolders added.
   → The Update Faxbox screen displays and allows you to add the folders/subfolders you need to add.

4. To add new folders/subfolders on the Update screen:

   1. Scroll down through the Update faxbox options to the Folders area of the Organize screen.

   2. Click the + Add Folder button.
      → You are prompted to enter a name for the new folder.

You must use a unique name for each new folder and subfolder you create. If you attempt to name a folder/subfolder a name that was previously used, an error message displays at the bottom of the screen in a black box telling you: “The folder name must be unique.”

5. Type the name of the new folder and press the Enter key.
   → The +Add subfolder field pops up and prompts you to enter the subfolder name.

6. Click inside the +Add subfolder field, type the name of the new subfolder, and press the Enter key.
   → The newly named subfolder displays on the level directly below the top-level folder.
   → Only two folder levels are allowed: 1st level = folder and 2nd level = subfolder.
   → It’s possible to add as many subfolders as you like on the 2nd level.

7. To add more subfolders under an existing folder:

   1. Click on the name of any folder.
      → The +Add subfolder field pops up and prompts you to enter the subfolder name.

   2. Click inside the +Add subfolder field, type the name of the new subfolder, and press the Enter key.
      → The subfolder you just created displays in the list of available folders.
      → Repeat steps 4b, 5, 6, and 7 if you would like to create more folders and subfolders.

8. When all folders and subfolders have been added, scroll up to the top of the Update Faxbox screen and click the Update button.
   → The “Faxbox updated” message displays in a black box at the bottom middle of the screen.
   → The updated information is saved and returns you to the Faxbox configuration page.

To go back to your faxbox list:

9. Click the Enterprise Fax Portal tab at the top left in the menu ribbon.
   → Your list of available faxboxes displays.