Folders and Filters

How to create a new folder or sub-folder on the web app

Written by Charlotte Cannon
Updated over a week ago

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

Written by Charlotte Cannon
Updated over a week ago

How to move a folder within my account

Rearrange your folders, or nest one folder under another folder

Written by Charlotte Cannon
Updated over a week ago

How to edit a folder

How to edit an existing folder in the web and mobile app

Written by Charlotte Cannon
Updated over a week ago

How to delete a folder

How to delete an empty folder with no records or sub-folders

Written by Vicki Jones
Updated over a week ago

How to delete a folder that holds archived records

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

Written by Charlotte Cannon
Updated over a week ago

How to move a record from one folder to another

How to move records in the web and mobile application

Written by Charlotte Cannon
Updated over a week ago

Can I transfer records from one account to another?

How to move records from one account to another

Written by Charlotte Cannon
Updated over a week ago

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

Can I see more than 50 records per page at once on the Web app?

Written by Charlotte Cannon
Updated over a week ago

How to set user access permissions for folders

Change who can see which folders in your account

Written by Charlotte Cannon
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 Charlotte Cannon
Updated over a week ago

How to filter for different states or due/overdue records

Includes finding which records have been archived

Written by Charlotte Cannon
Updated over a week ago

How to search for a record in your account

Written by Charlotte Cannon
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 Charlotte Cannon
Updated over a week ago

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

How to change the columns shown in your Account in the web application

Written by Charlotte Cannon
Updated over a week ago

How to sort records alphabetically and numerically

Written by Charlotte Cannon
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 Charlotte Cannon
Updated over a week ago

How to filter recent activities

Filtering account activity to see what you need

Written by Charlotte Cannon
Updated over a week ago