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Folders: Edit and Move   
Page last modified on Tuesday, September 18, 2018 3:12 PM (by Nash DeVita) (initially created on Tuesday, April 24, 2018 2:18 PM)
Assigned to: Contract Attachments
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Contract Attachments: Editing and Moving Folders

Contract Insight supports the ability to Edit and Move previously created folders in the attachment area.

Editing and Moving Folders

Go to a contract record within the system and scroll down to the Files/Attachments area or click Attachments on the side menu.

 

Editing a Folder

To edit a folder, click the folder to highlight it in blue. Click the Pencil icon to edit the folder.

 

The Modify Selected Folder pop up screen appears to allow editing of the Folder Name, Description, and what Parent Folder under which this folder should be located. Once all changes have been completed, click Update Folder.

 

The next pop up screen, Folder Modified, appears to let the user know that the Folder/Directory updated successfully. Click OK to see the changes.

 

Deleting a Folder

To delete a folder, click the folder to highlight in blue. Once the folder is highlighted, click the red X icon to delete it.

 

The Are you sure you want to delete this folder/directory? prompt displays. Click Delete Folder to confirm removal of the folder.

 

 

Moving Folders:

To move a folder, click the folder to highlight in blue. 

Next, drag the folder to the root folder or any other folder. Once the destination folder turns gray, let go of the mouse to add that folder.

Once the folder is moved, a prompt displays: Folder/Directory move successfully. Click Ok.

 

As seen in the image below, the folder was moved to the Root Folder.

 

Sorting Folders:

To sort folders in ascending order, click Z to A.

 

To sort folders in descending order, click A to Z.

 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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