I find myself with many envelopes per file (clients) and even though there is a column that shows their status, I would like to be able to create "folders," or have the system automatically separate them into their perspective categories. This way I can place the "canceled" into a "canceled" folder or, the system will automatically place them into the "canceled" folder so they are out of site since I can not delete them.
Created By Andrew Goland
RequesterI find myself with many envelopes per file (clients) and even though there is a column that shows their status, I would like to be able to create "folders," or have the system automatically separate them into their perspective categories. This way I can place the "canceled" into a "canceled" folder or, the system will automatically place them into the "canceled" folder so they are out of site since I can not delete them.
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