Add New Subfolders to the Main Menu
You can add your own subfolders to the default folders on the Main Menu.
- In the Folders pane, right-click on a module folder and then select New > Subfolder from the menu that appears.
- Enter the name of the folder that you want to create in the dialog box that appears and then click OK. The new folder will display in the selected module.
- Open the Programs or
Reports folder in any module and highlight the forms/reports that you want to
add to the new folder. Hold down CTRL to select
non-consecutive forms/records, or use SHIFT to select a range of
them. Note: You can add forms/reports from any module to a user-defined subfolder.
- Right-click and select Copy from the menu that appears.
- Open the subfolder that
you just created, right-click in the Items pane, and select Paste from the menu that appears. Copies of the selected
forms/reports now display in the new subfolder. Tip: You can also drag and drop forms and reports from one subfolder to another. For example, open the Programs or Reports folder that contains the forms or reports that you want to copy, and then drag them from the Items pane into the new subfolder.Note: Deleting items in a custom subfolder will delete only the copy in the subfolder. It will not delete the original form/report.
- To apply a template that has been created by an administrator, right-click on the Company or Tasks folder, or on a module folder, and then select New from the menu that appears. A list of menu templates will display. Administrators create the menu templates using the VA Menu Templates form.