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Search Engagement Manager Support Help and Support.

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Use folder display options

Use the following options to expand, collapse, and sort folder contents to customize how folders are displayed in Engagement Manager.

Use the following options to expand and collapse folders.

Select a folder and use

or

Right-click a folder and select one of the following options:

Expand
, then Folder
to expand the selected folder.

Expand
, then Expand All
to expand all folders.

Collapse
, then Folder
to collapse the selected folder.

Collapse
, then Collapse All
to collapse all folders.

You can right-click a folder and sort its contents in ascending or descending order.

note

The contents of the selected folder will sort in alphanumeric order of the workpaper reference.

You can select multiple folders to sort at the same time.

The contents of all subfolders will sort. The subfolders themselves will not sort.

Workpapers will sort below subfolders.

Locked folders will not sort, including those in finalized engagements or engagements with a workpapers section lock.