Managing folders

Use folders to help manage and organize your documents in Key CashFlow, and take advantage of unlimited storage.

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Create a new folder

  1. Select Documents in the navigation menu
  2. Select Folders
  3. Select New
  4. Enter a folder name and select a parent folder(optional)
  5. Select Save

Edit or delete a folder

  1. Select Documents in the navigation menu
  2. Select Folders
  3. Select the name of the folder to edit or delete
  4. Hover over Details, select Details
  5. Select Edit, or select Delete
    • Any documents in the deleted folder will remain and will still be accessible via the Documents link

Restore a deleted folder

  1. Select Documents in the navigation menu
  2. Select Folders
  3. Select Show Inactive Folders at the bottom of the folders list
  4. Select the correct folder from the list
  5. Select Undelete