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Folder settings part 1: where to access the folder settings

Where to access the folder settings

The folder structure (set of fields) can be fully customized in the folder Settings.
You can access them right from the:

  • Workspace menu:

  • Folder dashboard (both in the web application and your Gmail):

  • Left sidebar menu:

  • From the list view:

  • Right from the email with the record linked to it:

When you finally get to the Settings, you need will be able to customize each folder in your workspace and create new ones. Follow the Part 2 guide to learn more.



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