How to Save to a Folder

Follow

You can save records to My Content (your folder) in your individual user account. In order to save to My Content, you must be signed in to your individual user account.

To save to My Content:

  1. Click the Save icon, and then select Save to Folder from the drop-down.
  2. If you are not logged in to your individual user account, you will be prompted to log in.
  3. In the Save To Folder pop-up, click the Save button.
  4. A pop-up displays to confirm the item was saved.
  5. To access your saved records, go to My Content: Click on the "Hi" message in the header, and then click on "My Content" on the drop-down.
0 out of 0 found this helpful