HelpMasterFile ViewsHow do I create a folder based on a specific view type?

How do I create a folder based on a specific view type?

Unlike MasterFile's views which are dynamic and reflect new profiles added to the case database automatically, a folder in MasterFile is a static collection of documents that is based on a particular view. The new folder then acts like and takes on the appearance of that view.

Here's how.

Report Folders created from [R+ Folder Functions > Customized Report Folders] differ from MasterFile's general purpose folders as they display your own selection of profile fields.

An Issue/Topic folder is a special type of folder used to tag profiles quickly with the specific issue it mirrors. You can simply drag and drop a profile there to tag it by that issue.