AdvoLogix Matter Management

Filing Items in Folders

Updated Mar 30, 2020

The instructions for filing items in a folder can be found below.

To move a document, dashboard, report, or email template to a different folder:

  1. Select the item to be stored in a folder.
  2. Click Edit Properties.
  3. Choose another folder.
  4. Click Save.

For additional Information See Force.com's:

Filing items in Your Folders

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