Add valuations to Folders
Introduction
Easily organise and access your valuations by categorising them into custom folders. Create folders to group related valuations, making it simpler to navigate and manage your work.
By organising your valuations into folders, you can enhance efficiency and maintain better organisation. Group valuations by project, client, or financial scenario to easily access relevant data, track revisions, and keep a historical record.
Folders also facilitate collaboration with team members, ensure compliance with regulatory requirements, and simplify decision making by keeping your data well structured and easily accessible.
How to Use the Manage Valuations Feature
Access the Valuation Overview
Click the Manage Valuations & Folders icon in the main navigation.
This will open the Manage Valuations & Folders screen.
View Your Valuations
The screen displays a table of all valuations you’ve performed.
Sort Your Valuations
Use the sorting options to organise the list:
Alphabetically
By most recently updated
Add Folders
Create a Folder – Click the New Folder button on the top right of the screen and enter a name for your new folder.
Move Valuations – Select the valuations you want to group, then click the Move to Folder button.
Move to Folder - Select the folder you would like to add the valuations to.
Organise Your Valuations – The selected valuations will be moved from the main table into the folder.
Access Your Folder – To view the valuations inside a folder, simply click on its name.
