Adding Links to Folders

To add a link to an item or form to a folder:

1. Locate the item or form that you want to add.
2. Select Add to Folder from the Actions menu in the upper right corner.
3. Select a folder from the Add to drop-down list.
4. Click Save.

To add a link to a view or report to a folder:

1. Locate the view or report that you want to add.
2. Click the drop-down list next to the star icon, and select My Folders or My Shared Folders.
3. Select a folder from the Add to drop-down list.
4. Click Save.

To add a Web page to a folder:

1. Click Folders in the side menu.
2. Click the Add URL button.
3. Provide a name for the link in the Name field.
4. Specify the URL to an external Web page, other SBM pages, or to files stored on an accessible server in the URL field. The last option many not be available to you, depending on the Web browser you use. If you add a URL for a file, you must use the file:// prefix. For example: file://server/sharedfolder/file.txt.
5. Select a folder from the Add to drop-down list.
6. Click Save.

To delete a link from a folder:

1. Click Folders in the side menu.
2. Navigate to the folder that contains the link that you want to delete.
3. Click the delete icon next to the link.