How do I move a document, report or email template into a folder?
|Knowledge Article Number||000003928|
How do I move or copy a document, report or email template into a folder?
To move a report to a different folder:
1. Select the item to be moved from your reports list.
1. Run the report
1. Left click on the report name on the right hand side paneand hold
1. Click "Edit Properties" in the document
2. Choose the desire folder
1. Click "Edit" in the email template
Note: If you do not see the ability to select a folder your level of access to said folder may not be set appropriately. See Managing Folders for more details on who can add to or modify the contents of a folder.