Managing Folders

Why should I create a folder?
How do I create a new folder?

How do I edit folder settings?

How do I move Alert or Track entries to a folder?

 

Why should I create a folder?

Folders save you time by eliminating duplicate search results and consolidating the results into a single project. For example, you can create folders to categorize searches by topic, by geographic region, by client, or by project.

How do I create a new folder?

To create a folder, follow these steps:

  1. Click Alerts/Tracks at the top of any page. Folder names are displayed in the left frame.

  2. Click Create Folder in the left frame. The Create New Folder dialog box is displayed.

  3. Type a name for the folder in the Name of Folder text box.

  4. To place the new folder within an existing folder, click the name of the folder in the Add to Selected Folder list box. To create a separate folder that is not part of another folder, click All Folders.

  5. If you want to receive an e-mail containing the results for the Alert or Track entries in the folder, select Yes next to Would you like to receive an e-mail containing the results.

  6. If you opt to receive e-mails,

  1. Click OK.

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How do I edit folder settings?

To change a folder’s settings, follow these steps:

  1. Click Alerts/Tracks at the top of any page. The names of your folders are displayed in the left frame.

  2. Click the name of the folder you want to edit. The folder and its contents are displayed in the right frame.

  3. Click the Edit Folder icon ( edit.jpg  ) next to the name of the folder. The Edit Folder Alert Details dialog box is displayed.

  4. Make the desired changes, then click OK.

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How do I move Alert or Track entries to a folder?

  To move Alert or Track entries into a folder, follow these steps:
  1. Click Alerts/Tracks at the top of any page.

  2. If you want to move an Alert entry, click Alerts. If you want to move a Track entry, click Tracks.

  3. Click the name of the folder that contains the entry you want to move. If the entry is not assigned to any folder, click Unassigned. The entries contained in that folder are displayed in the right frame.

  4. Select the check box next to the entry you want to move.

  5. Click the Move icon ( move_icon.JPG  ) at the top of the page. The Move Item(s) dialog box is displayed.

  6. In the Add to Selected Folder list box, click the name of the folder to which you want to move the entry.

  7. Click OK.

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