How do I tag profiles using issue/topic folders?
Issue/Topic folders are a quick way to tag profiles with issues and topics without having to edit each one, or use Power Assisted Edit using drag and drop. There are two steps
- Select the issues you want to work with; MasterFile generates the folders.
- As you review, drag and drop profiles to the appropriate issue/topic folders. The profiles are held in their folders until you process them; other team members can also participate in the review process too.
- Process the folders which assigns the profiles the respective issue/topics.
Click [R+ Folder Functions > Create Issue/Topic Folders]
Since I'm working with Liability, I select those issue topics.
On the left panel, three new folders are created matching these issues ...
and as I review the documents or other profiles, I simply have to drag and drop the profiles into the appropriate folder. I can select profiles in the selection margin too which stay selected as I review; in that case, when I drag, all selected documents follow.
My document in the "Contractor" issue topic folder.
Click [R+ Folder Functions > Process Issue/Topic Folders]
In the dialog box the appears, select all issue/topic folders to process and click OK. The profiles are tagged.