Managing Folders in Engagement View

In an Essentials or 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.

Notes:

  • The combination of the folder's index and index name must be unique.
  • Theicon next to a folder indicates that the item contains content. Click theicon to expand the item and view its contents. Click to collapse the item again. If there is not an arrow icon next to an item, then there is no content for that item.

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.

ClosedAdd 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.

ClosedAdd 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.

ClosedEdit 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.

ClosedDelete a folder or sub-folder and its contents.

Deleting a folder deletes any sub-folders and workpapers stored in that folder. Deleted workpapers are moved to the recycle bin, where you can recover them if needed. Leadsheets, reports, and Knowledge Coach forms in a deleted folder are returned to their respective unfiled nodes.

To delete a folder, do the following:

  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 delete, and then select Delete.
  3. Click Confirm.