You can search for a folder and move it to a folder of your choice by following the steps below.

This function is popular with professional firms, consulting firms, and other teams that have a large number of folders to create folders for each advisor or client.

＜For the PC version＞

①Enter the name of the folder you wish to search and click on the hit folder.

②You can move to the corresponding folder.

＜For the smartphone app version＞

①Enter the name of the folder you wish to search and tap the hit folder to go to the corresponding folder.