To minimize the number of folders that are listed in the Folders window, you can hide older documents. Hidden documents are still accessible, but they are stored in a folder labeled "{Hidden documents}." Documents are hidden if the folder's period end date is earlier than the number of months before the current date that you specify in the Hide > Unhide Documents dialog.
To hide documents:
- Choose Setup > User Preferences.
- On the Drawer List tab, mark the Hide document folders based on period end date checkbox.
- In the Hide Documents dialog, choose the number of months or years (based on your choice of how the drawer contents are displayed) from the drop-down list to specify a cutoff point before which documents are to be hidden. Any document folder in the MM/YYYY or YYYY format (and its contents) that has a period date earlier than the cutoff point will be moved to a {Hidden Documents} folder for each drawer.
Notes
- This setting applies to all drawers for the current user.
- An alternate method of hiding documents is to right-click in the Folders window and choose Hide / Unhide Documents from the context menu. Choose a number of months and click OK.
- Document folders that begin with dates in the YYYY or MM/YYYY formats are eligible to be hidden. If the format is YYYY, DT FileCabinet treats the date as . Any document folder that is not date specific or has a date that is not in the correct format will not be hidden.
- Period end dates of folders for DT Professional Suite applications are determined by the source application and cannot be changed.
Was this article helpful?
Thank you for the feedback!