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Folders, Filters and Tagging
Folders, Filters and Tagging
19 articles in this collection
Written by
Charlotte Cannon
Folders
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
Charlotte Cannon
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
Tags, filtering and searching
How to manage tags
Edit, delete or merge tags using Tag Manager
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Includes finding which records have been archived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 in the web and mobile application
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 and export recent activities
Filtering account activity to see what you need
Written by
Charlotte Cannon
Updated over a week ago