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Organize Document Tab with Folders - Financial Professional's Version 11

New Member
Posts: 1
Country: Canada

Organize Document Tab with Folders - Financial Professional's Version 11

Hello,

    I am attempting to organize the "documents" tab in my financial professional's version 11.  I don't think it is currently possible to have folders in that tab which you then deposit documents.  I don't really want to create a shortcut to another folder in a drive somewhere.  I would like to be able to store everything in Act.  Does anyone know if this feature is to be added or if it can be done now?

 

Thank you,
Andrew