Folders and Filters

18 articles in this collection
Written by Chris Tanner, Clare Llywelyn, and Ellie Davies-Cooke

Folders

How to create a new folder or sub-folder

Written by Ellie Davies-Cooke
Updated over a week ago

How to create a new folder or sub-folder in the mobile app

Written by Ellie Davies-Cooke
Updated over a week ago

How to move a folder within my account

Arrange your folders in alphabetical order, or nest one folder under another folder

Written by Ellie Davies-Cooke
Updated over a week ago

How to edit a folder

Written by Ellie Davies-Cooke
Updated over a week ago

How to delete a folder

With no active or archived records in

Written by Ellie Davies-Cooke
Updated over a week ago

How to delete a folder that holds archived records

Why can't I delete this 'empty' folder?

Written by Clare Llywelyn
Updated over a week ago

How to move a record from one folder to another

Written by Ellie Davies-Cooke
Updated over a week ago

Can I transfer records from one account to another?

Written by Ellie Davies-Cooke
Updated over a week ago

Why can't I see or select more than 50 records at once?

Written by Ellie Davies-Cooke
Updated over a week ago

How to set user access permissions for folders

Change who can see which folders in your account

Written by Ellie Davies-Cooke
Updated over a week ago

Tags, filtering and searching

How to use tags to group and identify records

With details on how to add, replace or remove tags from records

Written by Ellie Davies-Cooke
Updated this week

How to filter for different states or due/overdue records

Includes finding which records have been archived

Written by Ellie Davies-Cooke
Updated this week

How to search for a record in your account

Written by Ellie Davies-Cooke
Updated this week

How to view all your records in your account

Switch between record view and folder view to see what you want

Written by Chris Tanner
Updated over a week ago

How to change the default view of what record information you see

Written by Chris Tanner
Updated over a week ago

How to sort records alphabetically and numerically

Written by Clare Llywelyn
Updated over a week ago

How to see relevant information using starred folders

Focus your account and notifications to only the folders that you are responsible for

Written by Chris Tanner
Updated over a week ago

How to filter recent activities

Written by Chris Tanner
Updated over a week ago