Setting Up Folders

Set up a folder.

Adding Folders

You can add folders.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Memo" screen, click "Add Folder".

    Image of the Add Folder action link

  4. On the "Add folder" screen, enter a title.

    This is a required field.
    Image of entering a subject

  5. In the "Position" field, select the folder you want to place.

    Image of setting folder to be placed

  6. Set the Notes field as necessary.

    Enter a description of the folder. When set, notes are displayed on the "Memo" screen.
    Images with memo

  7. Confirm your settings and click Add.

Changing Folders

Change the settings in the folder.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Memo" screen, select a folder and click "Folder Details".

    Image of the Folder Details action link

  4. On the item for folder details, click Edit.

    Image of the link to edit

  5. On the screen for changing the folder information, you can change the settings as necessary.

  6. Confirm your settings and click Save.

Reordering Folders

Reorders the folders.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Memo" screen, select a folder, and then click Reorder Subfolders.

    Image of action link to reorder subfolders

  4. On the Reorder Subfolders screen, reorder folders.

    Reorder Subfolders Screen

  5. Confirm your settings and click Save.

Deleting Folders

You can delete folders.
You cannot delete a folder that has more than 15 subfolders. Reduce the hierarchy to 14 or less, and delete the folder.
When a folder is deleted, notes and files in the folder are moved to the "updated" list.

Steps:
  1. Click the app icon in the header.

  2. Click Notes.

  3. On the "Memo" screen, select a folder and click "Folder Details".

    Image of the Folder Details action link

  4. On the "Subfolder details" screen, click Delete.

    Image of the link to remove

  5. Click Yes on the page to delete folders.