Folders and Filters

How to create a new folder or sub-folder

Written by Chris Tanner
Updated over a week ago

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

Written by Richard Mostyn
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 Chris Tanner
Updated over a week ago

How to edit a folder

Written by Chris Tanner
Updated over a week ago

How to delete a folder

With no active or archived records in

Written by Clare Llywelyn
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 Clare Llywelyn
Updated over a week ago

Can I transfer records from one account to another?

Written by Clare Llywelyn
Updated over a week ago

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

Written by Clare Llywelyn
Updated over a week ago

How to set user access permissions for folders

Change who can see which folders in your account

Written by Clare Llywelyn
Updated over a week ago

How to use tags to group and identify records

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

Written by Clare Llywelyn
Updated over a week ago

How to filter for different states or due/overdue records

Includes finding which records have been archived

Written by Clare Llywelyn
Updated over a week ago

How to search for a record in your account

Written by Chris Tanner
Updated over a week ago

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