Navigating to Folios

Prerequisites: Users require site administrator permissions to complete this task.
Cartella users, see Cartella Home Navigation for details to navigate to folios.

From the Folio Management tree, navigate to specific folios to view recent activity, modules, sub-folios, and active users.
Going to the folio takes you out of the Folio Management view.
To navigate to a folio:
  1. Log in to Cartella.
  2. Navigate to Settings > Folios.
  3. Right-click the folio or sub-folio and select Go to Folio.

    Go to Folio

    The folio view displays.

    Home View of Folio