To add a new Folio, select the Folio tab and select Create New. A list of templates will be displayed – select the type of Folio you would like to add and enter the details of the Folio.


To see a list of your Folios , either select the category of Folios (for example: Contracts, Risks, Registers) click on Category Tab or select just the Folio template that you would like to view (eg):

