How do I add folders to my webforms inbox?

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Dynamic folders
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Stephanie Miller

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Posted 5 years ago

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Paul, Alum

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Hi Stephanie,

That's a great question!  Dynamic folders are the folders that appear on the left-hand side of you WebForms account.  To create dynamic folders, you must first use the search function.  Once you create a search and add additional criteria like a specific trading partner or date range, you can save the search.  When you save the search, it will ask you to give the search (folder) a name.  Be sure to also click the dynamic check box in this window and then save. Once you complete these steps the folder will appear on the left-hand side of your WebForms account. Feel free to watch this video which will guide you through the process of setting up dynamic folders.  Please let me know if you have any additional questions.

Have a great day!

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