Creating Folders

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Create     Edit     Delete      Create    Print     Print  

Folder     Item      Item          New              + Attach

 

You have the option to create folders with sub-folders to organize your communications.  When creating correspondence within the folder structure, you must click on the folder and create the correspondence within that folder. 

 

Subfolders in Communications

 

To Create a Folder or Sub-Folder 

 

Click on the Create A Folder icon

 

Insert the folder name, description and sort order (if applicable).  The sort order will be as created unless defined differently.
Saving
Save Folder to save; will bring you back to the main screen
Save & New to create another folder
Save & Copy to copy and create another folder
Cancel will cancel out folder

 

Create a Folder Acreen Communications