Attachment Folders

This screen is used to manage the folders attachments are organized into.  Attachments can be added to a persons record through the Person/Org screen.  The attachments can be grouped and sorted by the folders defined on this screen.   

 

 Note:  A carat beside the folder name signals the user that there are categories under the one visible on the screen.  A dark carat  indicates that clicking on the carat will collapse or hide all the sub folders from view.  A light carat   indicates that there are subfolders and clicking on that carat will allow the user to view them.

 

 

 

Steps to add, edit, or delete Attachment Folders

 

 

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