Managing Library Folders

Client Collaboration provides default folders to help you organize the templates in the Engagement Letter and Questionnaire sections of the Library. These folders cannot be renamed or deleted. However, you can add up to three levels of subfolders within these folders, if needed.

The process of working with folders is the same regardless of which section of the library you are in.

Notes: 

  • To move a library item to specific folder, select the item so that it displays in the main pane. Then, click the location link that displays immediately below the item name in the main pane.
  • The items you can view in the Library and the tasks you can perform there are determined by the Client Collaboration Library permissions set for you by the CCH Axcess administrator.

ClosedAdd a folder.

  1. Click and select Library.
  2. Click either Engagement Letters or Questionnaires, depending on where you want to add a folder.
  3. Select the tab for the item you want to add a folder for. The tabs are Paragraphs or Templates for engagement letters or Paragraphs or Templates for questionnaires.
  4. Click the top-level folder in the navigation pane to display the existing folders.
  5. Right-click the parent folder that you want to hold the new folder and select New folder.
  6. Enter a name for the folder in the blank text box.
  7. Press Enter or Tab on your keyboard.

ClosedRename a folder.

  1. Click and select Library.
  2. Click either Engagement Letters or Questionnaires, depending on where the folder you want to rename is located.
  3. Select the tab for the section that has the folder you want to rename. The tabs are Paragraphs or Templates for engagement letters or Paragraphs or Templates for questionnaires.
  4. Click the top-level folder in the navigation pane to display the existing folders.
  5. Right-click the folder and select Rename.
  6. Enter a new name for the folder in the blank text box.
  7. Press Enter or Tab on your keyboard.

ClosedChange the location of a folder in the list.

  1. Click and select Library.
  2. Click either Engagement Letters or Questionnaires, depending on where the folder you want to rename is located.
  3. Select the tab for the section that has the folder you want to move. The tabs are Paragraphs or Templates for engagement letters or Paragraphs or Templates for questionnaires.
  4. Click the top-level folder in the navigation pane to display the existing folders.
  5. Click and hold your mouse on the name of the folder you want to move.
  6. Drag the folder to the new location, and then release the mouse button.

ClosedDelete a folder.

Warning: Deleting a folder deletes all the contents of the folder as well. Neither the folder, nor its contents, can be restored once deleted.

  1. Click and select Library.
  2. Click either Engagement Letters or Questionnaires, depending on where the folder you want to delete is located.
  3. Select the tab for the section that has the folder you want to delete. The tabs are Paragraphs or Templates for engagement letters or Paragraphs or Templates for questionnaires.
  4. Click the top-level folder in the navigation pane to display the existing folders.
  5. Right-click the folder and select Delete.
  6. Click Delete.