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Statements - The Dashboard - Utilize Statement Folders

This article is intended for: Editors

Use this article for: creating and managing folders for statement organization processes.

Note: You can click on any image below to zoom in. 

As statements are added and cloned, organizing them becomes a core part of financial statement management. Within the Statements tool, there is a folder feature to add the organization process. 

Add a Folder

From the Dashboard of the Statements tool, in the upper right-hand corner of the table, select the Add Folder icon.

Next, enter the folder name and select the Create button to add the folder. 

Move Folders for Increased Organization

Once your folders are created, you can nest them under one another using two options. For example, you desire to have a folder for every fiscal year, then folders by Statement Type under the fiscal year folder. 

Option 1: Bulk Actions

5 STATE.png
  1. To move several folders at once, select the checkboxes next to the folders you want to move. 
  2. Then select the Bulk Actions button. 
  3. Then select the Move to Folder option. 
  4. Choose the destination folder by selecting the folder name, then select the Save button.

Option 2: Actions Menu of the Folder

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  1. To move a folder, select the Actions icon (three dots)that is located on the right-hand side of that folder row. 
  2. Then select the Move to Folder option. 
  3. Choose the destination folder by selecting the folder name, then select the Save button.

Create a Sub Folder

SUB FOLDER.png
  1. From within the Actions icon (three dots)that is located on the right-hand side of that folder row, you can create a subfolder. 
  2. Select the Create Sub Folder icon.
  3. Enter the subfolder name and select the Create button. 

Move Statements to a Folder

Once your folders are created, you can begin moving your statements using two different options. 

Option 1: Bulk Actions

step 1.png
  1. To move several statements at once, select the checkboxes next to the statements you want to move. 
  2. Then select the Bulk Actions button. 
  3. Then select the Move to Folder option. 
  4. Choose the destination folder by selecting the folder name, then select the Save button.

Option 2: Actions Menu of the Statement

  1. To move a statement, select the Actions icon (three dots)that is located on the right-hand side of that statement row. 
  2. Then select the Move to Folder option. 
  3. Choose the destination folder by selecting the folder name, then select the Save button.



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