Managing Folders in Engagement View

In a Pro engagement, by default, the Engagement View has three nodes for storing engagement content: unfiled workpapers, unfiled reports, and unfiled leadsheets. In a Knowledge Coach engagement you will also see a node for unfiled Knowledge Coach forms. Content added to the engagement is initially placed in the appropriate unfiled node. You can add folders and sub-folders to help organize the engagement content.

Once you have set up a folder structure, you can move content by dragging the icon for the item and drop it to a folder or sub-folder. See Organizing Files and Folders in Engagement View for more information.

New folders, or changes to existing folders, are immediately visible to all users in Engagement View.

Click a link below to learn more about managing folders in Engagement View.

Add a folder.

1. On the Engagement View page, click Add Folder on the left side.
2. Enter an index for the new folder, if needed.
3. Enter a name for the new folder.
4. Click Save. Folders appear above the three nodes and are sorted by index, then name.

Add a sub-folder.

1. On the Engagement View page, click on a folder on the left side. The folder and its contents will appear on the right side.
2. On the right side, click in the Actions column for the folder that you want to add a subfolder and then select Add Folder.
3. Enter an index for the new folder, if needed.
4. Enter a name for the new folder.
5. Click Save. The new folder appears below the folder selected as a sub-folder.

Edit the index or name for a folder.

1. On the Engagement View page, click on a folder on the left side. The folder and its contents will appear on the right side.
2. On the right side, click in the Actions column for the folder that you want to edit and then select Properties.
3. Edit the index and name as needed.
4. Click Save.

Delete a folder or sub-folder and its contents.