Basic Functions for Folders and Systems

1. Manage Departmental Folders

Your Systems area is the engine room of your business documentation. While systemHUB provides standard departments out of the box, you should tailor these to fit your specific business structure.

• To Rename: Right-click an existing department (e.g., "Marketing") and select Rename to better match your company’s terminology.

• To Add: Use the New button at the top left to create entirely new top-level departments.

2. Use Right-Click Shortcuts

The fastest way to build out your system hierarchy is by right-clicking on your department folders. This opens a menu with several powerful options:

• Create Folder: Add sub-categories to keep your systems organized (e.g., adding a "Lead Generation" folder inside Marketing).

• Create System: Start documenting a new process immediately within that folder.

• Duplicate: If you have a folder structure that works well for one department, duplicate it and rename it for another to save setup time.

3. Advanced Navigation and Organization

Beyond simple creation, the right-click menu offers tools to help you manage a growing library:

• Move to Policies: If you realize a document is actually a company rule rather than a "how-to" process, you can move it directly into the Policies section with one click.

• Open in New Window: This is extremely useful if you need to look at two different systems simultaneously to cross-reference steps.

• Delete: Use this to clear out old folders (remember, these will stay in your Trash for 30 days).