03-12-2010 10:48 AM
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?