From View Notes, View Forms, or View Reports
1. Click Client List
2. Click View notes, View reports, or forms
3. Click the green New Folder button in the top right-hand corner
4. Name the folder
Folders are clinic wide, i.e. each folder will be shown in every client’s file. One way to use folders is to label them Fall, Spring, and Summer for each semester.
To move an item into a folder, click the three horizontal lines on the left side of the line and drag it into the folder. The line will temporarily turn green when it has been placed in the folder.
To view items in a folder, click on the folder icon to "open" it. Click on the folder icon again to close it.
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