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.