The folder and its contents are moved to the different folder. The moved folder becomes a subfolder to the other folder. You can move a folder into a different folder. A field appears underneath the selected folder. Take the following steps to create a subfolder: Subfolders help you to further organize your research project.
Take the following steps to copy a folder and its contents: You can copy a folder and its contents to another folder or make a duplicate folder. As an alternative, create a new Folder with the desired Client ID and move documents to the new Folder. You cannot edit the Client ID associated with a Folder. Note: The Client ID assigned to a Folder is the one that you are using when the Folder is created. The documents are saved in the new folder.
If My Folders is not expanded, click the arrow to expand and view a list of your folders.īelow are the basics on creating and organizing folders. Click a folder under My Folders to view the items saved in the folder. Note: Public Record searches and documents cannot be saved to folders.Ĭlick Folders at the top of the page.
After 1 year, the item remains in your folder with the Get It Now indicator. There is no expiration for items saved in a folder, however, if you save an Out of Plan document you accessed using Get It Now, you have access to the document for 1 year. There is a limit of 2,000 total items that can be added to the folders. There are no limits to the number of folders you can create. You can organize your research projects and clients by saving searches, documents, and selected text in folders.