Locate document by folder
Updated over a week ago

From the homepage select Analytics to be taken to the dashboard overview.

Accounts with a high volume of documents should always consider organising their documents into folders. This will not affect the readers in any way but it will ensure the account is easier to manage for administrators and analysts.

For example, if you were looking for reporting data on a particular employee offer pack that was stored in the ABC Invest folder, you would be able to select ABC Invest from the Folder Summary and find the employee offer pack in the resulting list.

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