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PlanSwift New Folders Button

Folders are a great way to arrange and organize your information.

  • To create a New Template Folder select the New Folder button.

(If you want to create a sub-folder, select the lower portion of the button.)

PlanSwift As Sub Item Tab Under New Folder Button

  • The Form folder option allows you to enter a folder name.
  • When done, click the OK button to continue; you have created a new folder for your use.
  •  The Advanced folder option allows you to enter, set, and update more options.
  • Select the Advanced button to open the Properties window.
    • Other - Other folder properties grouped together for easy reference.
    • Icon - This is the Icon used to display the folder.
    • Item - Properties related to the folder.
    • Name - This is the descriptive name for the folder.
    • Type - Type of folder.
    • Audit Trail - Properties related to when the folder was created and when it has been updated.
    • Created By - Who created the folder.
    • Time Stamp - Date and Time the folder was updated.
    • Padlock - Allows you to lock and unlock the contents of that row. Clicking in the lock toggles between lock and unlock.
    • Light bulb - Indicated if the row is visible or not.
    • Yellow Bulb - Row Visible.
    • Gray Bulb - Row will be invisible.
  • When done, click the OK button to continue; you have now created a new folder for your use.

PlanSwift Advanced View Under New Folder Button

click here to view the previous article Creating and Organizing Templates New Item or Sub-Item click here to view the next article


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