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Manage Folders

Geography: This article is applicable for ANZ Transactive Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.

About Folders

Set up folders within your menu screens to help you organise content such as your accounts, billing entities, beneficiaries, payers, templates, etc., into logical groups. You can then use the View menu to display the items in a folder, such as all local currency accounts or transactions. These folders are only visible to you.

Create and manage folder screens
Create folders Create folders.png 
Create a new folder Create a new folder.png 
Move to folder Move to folder.png 
Manage foldersManage folders.png 
Order, rename or remove foldersOrder, rename or remove folders.png

View folders from Control Bar

View folders.png
Create a folder
  1. Click View > Create Folders or Create & Manage Folders on the Control Bar e.g., from the Nostro account screen
  2. Enter a New Folder name
  3. Click Add
  4. If you have more than one folder, you can add, reorder, rename or remove folders

  5. Click OK

    RESULT: The new folder will be available from the View menu on the Control Bar. 
Add items to a Folder
You can only add an item to one folder, i.e., you cannot add e.g., account 123456789 to multiple folders.

There are multiple ways you can move items to a folder. Choose from the following options:

  1. Select one or more items from the grid, right-click > Move To > Select folder, or
  2. Select one or more items from the grid, click Actions > Move To > Select folder
RESULT: Selected items were moved to the folder name.
Remove items from a Folder

There are multiple ways you can remove items from a folder. Choose from the following options:

  1. Select one or more items from the grid, right-click > Move To > None (Remove from folders), or
  2. Select one or more items from the grid, click Actions > Move To > None (Remove from folders)
RESULT: Successfully removed items from folder.
Reorder, rename or remove a Folder
  1. Click View > Create & Manage Folders on the Control Bar
  2. If required, click the six dots to move and reorder your folders
  3. If required, click the folder name to rename folders
  4. If required, click the bin icon to delete folders
  5. Click OK to update your settings

You may find these helpful

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