Customize folders
You can use the
Folder Properties
screen to view and change the list of clients that you want to associate with the custom folder.Right-click a custom folder in the Reports list and select
Properties
.Customize the properties
- Name: Displays the name of the folder in the Identification section.
- Contains: Displays the number of documents in the selected folder.
- Client associations: Displays the clients that are associated with the custom folder. To change the list, select the ellipses button to select clients that you want to associate with the custom folder.
