How to Create Folders and Sub-Folders

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The features outlined here are currently available to FMLS members only.

To create a new Transaction folder: 

  1. Navigate to the Transactions section of the application. 
  2. Click New Transaction in the top left corner. 
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  3. Name the folder. 
  4. Select forms and documents: choose from a document ‘Package’ or pick forms from the form library, clone an existing folder, or upload a document from your device. 
  5. Each document you choose will appear in the My Selection box. 
  6. Click done. 
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To create a new client sub-folder: 

  1. Navigate to the Transactions section of the application. 
  2. Click the folder you wish to add to.
  3. Click the Folder button on the toolbar.
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