Follow

Folder Name right-click options in Imaging

Right clicking on a folder name within Imaging presents you with the options below:

1.  Add New Sub Folder – Clicking this selection provides you with a user prompt

where you can enter a name for a new subfolder which will then appear within your current folder.

2.  Copy Folder – Clicking this selection will create a blank copy of your folder structure for your current folder.  While all of the folders/subfolders will be present in the copy, none of the files will be present in the copy.

3.  Rename Folder - Clicking this selection provides you with a user prompt

where you can rename your current folder.

4.  Delete Folder – Clicking this selection allows you to delete your current folder as well as any subfolders and files contained within it.

5.  Link to Client – Clicking this selection allows you to search for a contact within your database to whom you wish to link this folder. Once you’ve linked a folder to a client, you can access the folder and all its subfolders and files in your CRM from within that client record under Documents --> View Documents on the Redtail Imaging Storage tab.

6.  Scan To This Folder – Clicking this selection allows you to acquire, name and save your image file to your current folder.

7.  Upload To This Folder – Clicking this selection allows you to add files or folders already on your computer to your current folder.

8.  Add Personal Indexes – Clicking this selection allows you to assign personal indexes you’ve created to your current folder.

9.  Move Folder - Clicking this selection allows you to move a folder, along with its subfolders and files, to another folder within your current Library.

10. View Log History - Clicking this selection allows you to view the history for the folder in terms of creation and modifications.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk