Managing Folders and Links

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, or from the Actions list in the Editable Grid.
3. Select a folder from the Add to drop-down list.

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.

To add a Web page to a folder:

1. From the My Reports, Shared with Me, or Knowledge Base view, click the Add URL button.
2. Provide a name for the link in the Name field.
3. Specify the URL to an external Web page or another SBM page.
4. Select a folder from the Add to drop-down list.

To add a problem or resolution to the Knowledge Base:

• From the Knowledge Base view, click Submit Problem.
• From an existing problem, click the Create New Resolution link to open the Submit form for the Resolutions table.

To manage existing folders and links:

• To move a folder or link, drag it to another folder. To move multiple items, click the Bulk Update () icon, select the items, click the Move button, and select the destination folder.
• To copy folders or links, click the Bulk Update () icon, select the items, click the Copy button, and select the destination folder.
• To edit a folder or URL link, navigate to the folder or URL link and click the edit icon.
• To delete a folder or link, navigate to the folder or link and click the delete icon. To delete multiple items, click the Bulk Update () icon, select the items, and click the Delete button.