Table of Contents

View Topics by Folder

In the Risk Management module, topics are organized by account and by folder. These instructions show you how to group topics together by folder so you can easily find the topic you're searching for.

 

  1. From the main Risk Management page, you will be able to view topics associated with different accounts.  First, select an account from the account hierarchy.
  2. In the module grid, click the Folder column in the area above the grid to organize the folders in ascending or descending order.  If this column does not appear, adjust the columns.
  3. Under the action menu, click View for your selected document. 

 

Search Folders

To view the list of topics for a specific folder, use the Search function and select a folder.  Click Search for a filtered view of topics.