Folders
You can sort items in different ways. The most common way to add items is to organize them into a simple list by using categories. Another option is creating folders for items like you create folders and sort files on your computer. This is not as efficient as categories - it is more difficult to navigate through and requires more work.
How to create a folder
Not all users may have access to folders. We recommend asking your administrator to check if all the roles can access folders in the Organizer (guide here).
- Click on the folder icon below the list of items
- Enter the folder's name and save
How to create an item in a folder
The process is the same as adding an item to a structured Organizer. Open the folder first and then click on the green "+" icon and add a new item.
How to put items into a folder
First of all, you have to allow rearrangement of records. Add it by dragging an item into the folder.
- Click on the three dots to open a menu
- Allow rearrangement
- Drag and drop the item
- Open the three dots menu again and deny rearrangement
