Adding a folder to the folders tree involves giving the new folder a name, and specifying which Interactions (if any) should be contained in the folder. A folder may be added either to the Root (top-level folder) or to any other existing folder (except for the home folder).

To add a top-level folder:

  1. From the Folders page (Resources > Folders), select the Root row, and then click Add Child Folder.
    The Folder properties popup opens.

  2. In the Name field, enter an appropriate name for the new folder.
  3. If desired, in the Description field, enter relevant notes or comments about the folder.
  4. From the list of Interactions, select the checkbox(es) in the row(s) of the Interaction(s) to be contained in the folder. To create an empty folder, do not select any checkboxes.
  5. Click Save.
    The Folder properties popup closes. The new folder is created, and is displayed as the last node in the folders tree.

To add a child folder:

  1. From the Folders page (Resources > Folders), expand the folders tree, and select the row of the folder to which you want to add a child folder. Child folders may be added to a top-level folder, or to an existing child folder.
    Note: Child folders cannot be added to the home folder.
  2. Click Add Child Folder.
    The Folder properties popup opens.

  3. In the Name field, enter an appropriate name for the new child folder.
  4. If desired, in the Description field, enter relevant notes or comments.
  5. From the list of Interactions, select the checkbox(es) in the row(s) of the Interaction(s) to be contained in the child folder. To create an empty folder, do not select any checkboxes.
  6. Click Save.
    The Folder properties popup closes. The new child folder is created under the selected parent folder.

Revision:

Comments