Working with Folders
In any of the File Cabinet tabs, you can create folders for organizing the items saved in that tab. Note that there is only one level of folder organization. In other words, you cannot nest folders within folders.
Use this procedure to create a folder for use in any of the File Cabinet tabs.
If you haven’t already done so, display the File Cabinet, as described in Navigate to the File Cabinet, and navigate to whichever tab you want to create a folder for.
Click the link labeled Create a new folder.
The system displays a form allowing you to add a new folder.
Enter a name for the folder.
Click Save.
Use this procedure to rename a File Cabinet folder.
If you haven’t already done so, display the File Cabinet, as described in Navigate to the File Cabinet, and navigate to whichever tab contains the folder you want to modify.
Locate the folder you want to rename and click the corresponding pencil icon.
The system displays a form allowing you to edit the name of the folder.
Modify the name as appropriate.
Click Save.
Use this procedure to delete one or more folder(s) from any of the File Cabinet tabs. Note that when you delete a folder, you also delete all of its contents.
If you haven’t already done so, display the File Cabinet, as described in Navigate to the File Cabinet, and navigate to whichever tab contains the folder you want to delete.
Using the checkboxes at the left, select the folder(s) you want to delete.
Click Delete Selected.
The system displays a pop-up window asking if you are sure you want to proceed.
Click OK.
Use this procedure to move items into a File Cabinet folder. Note that these steps are the same regardless of which tab you are working in.
If you haven’t already done so, display the File Cabinet, as described in Navigate to the File Cabinet and navigate to the appropriate tab.
Locate the item(s) that you want. If appropriate, click the name of a folder to display its items.
Using the checkboxes at the left, select the item(s) you want to move.
At the bottom of the screen, locate the drop-down list labeled Move Selected to:
Using this drop-down list, select one of the following:
The folder to which you want to move these items.
The Up one level choice, which moves the item out of a folder and to the top level of the tab. (This option is displayed only if you are working within a folder.)
Click Go.
The system moves the item(s) you selected.