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How to Navigate Records

First, select a property of interest, and click on Records tab.

To create a new Record Folder, click on “Create a Folder” option.
To change folder name, double click it and edit the name. Then click on Save button.
To upload files to a folder click on the cloud icon or drag and drop them in the provided space.
To delete a Folder click on the bin icon.
To change the order of Record Folders drag and release them in the right position.

Tips: You can set up the Record folders list in Property Type Templates prior to creating the property.

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