The functions available in the ‘burger’ menu, symbolised by the three small dots to the right of each folder, are regularly improved. Here is a description of what you can do with this menu to quickly manage your folders:
Bookmark this folder:
The first menu allows you to bookmark your folder. Use the “Favourite folders” widget on the home page for quick access to this folder.
Add a subfolder :
You can also add a subfolder to your folder. Perfony will automatically suggest the same folder configuration, so all you have to do is enter the name for this sub-folder and confirm.
Duplicating a folder :
Folder duplication is also available from this menu. This will allow you to duplicate one or more folders.
Export folder :
Here you will be able to export a .pdf document of your file which will include the key elements (participants, actions, documents) but also export the actions in the file in .xls format.
Update actions :
This function lets you download actions from an .xls file in your Perfony folder.
Update participants :
This function allows you to add or remove participants to your folder and potentially its subfolders, as well as updating the roles of each.
Archive the file :
To make it disappear from the visible tree, but so that you can find it and reopen it at any time.
Delete the folder :
To free up space in your Perfony account, you can use this function to permanently delete one or more folders.