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Folders and Filters
Folders and Filters
18 articles in this collection
Written by
Chris Tanner,
Richard Mostyn,
and
Clare Llywelyn
Folders
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
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
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Includes finding which records have been archived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