Adding An Associated Folder
Contents
To get to this screen, click either the Add or Modify Action Buttons in the middle of the View Client With Files Screen.
Overview
You can also add folders to your file list by Right Clicking on the list and choosing Associate New Folder from the menu.
Viewing Folders
When you double click on a folder to view it, Advisors Assistant loads Windows Explorer with the folder's files. You can then double click on any file or sub folder to view it.
Deleting Folders
When you delete a folder, you are not deleting it from your computer. It is only being deleted form the list.
See Also
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When entering an organization's name, if it is a joint account, enter the last name first, such as Smith, John and Jane. This makes it much easier to locate by last name. |
