Your Mental Health Matters: Join us on January 12, 2024 for a free and impactful virtual seminar adressing the unique struggles of financial professionals with TEDx speaker Dr. Shahana Alibhai.

How To Expand or Collapse Folders?

Once you have created multiple “Company” files and folders, the left column can be very busy. You are able to minimize “Company” files and folders to help reduce the clutter. Simply click on the small box next to the Company / folder that contains the “+” or “–“. This will open and close the folders.

What are your feelings

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