How To Move a Folder

AmpliFund contains system-generated folders that are accessible from Documents. Additionally, users can create folders within these main system folders. The Administrator and Public folders are only accessible from Documents; however, the Funds, Grants, Individuals, Organizations, Projects, and Staff folders can be accessed from the fund, grant, individual, organization, project, and staff records, respectively.

Folders can be renamed or moved to a different parent folder.

Prerequisite: Must be a user-created folder.

1. Open Documents>folder.
2. Click the  (Edit icon) next to a folder name.
   
3. In the pop-up window, select a parent folder from the Move To dropdown.
   
4. Click Save.