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Creating and Editing Folders

You can create new folders to store all assigned activities. You can also create folders for cases.

Creating Folders for Activities

 To create folders for activities:

  1. In the Folders tree, select Activities > My Folders.

  2. In the Folders tree toolbar, click the New button to create a new folder. The New Folder dialog box opens.

  3. Enter the Folder Name and Description.

  4. Click OK. A new folder is created under Activities > My Folders.

Creating Folders for Cases

To create folders for cases:

  1. In the Folders tree, select Cases > My Folders.

  2. In the Folders tree toolbar, click the New button to create a new folder. The New Folder dialog box opens.

  3. Enter the Folder Name and Description.

  4. Click OK. A new folder is created under Cases > My Folders.

Editing Folders

To edit folders:

  1. In the Folders tree, navigate to the folder you wish to edit, and select it.

  2. In the Folders tree toolbar, click the Edit button.

  3. Update the Folder name and Description.

  4. Click OK.

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