Creating Folders in Deal Scenarios
Objective
This SOP outlines the steps to create and manage folders for organizing deal scenarios effectively.
Key Steps
Step 1: Access the Deal Section 0:00
Navigate to the deal section of the application.
Ensure you are in the correct client deal where you want to create folders.
Step 2: Create a New Folder 0:15
Click on the 'Create New' button.
Select 'Create Folder' from the dropdown.
Step 3: Name the Folder 1:37
Enter a descriptive name for the folder (e.g., '95% Scenarios').
Choose a color for the folder (e.g., red).
Click 'Create Folder' to finalize.
Step 4: Add Scenarios to the Folder 2:09
Go to the 'All Scenarios' tab.
Select the scenarios you want to add to the folder.
Click 'Add' to include them in the newly created folder.
Step 5: Create Additional Folders as Needed 2:52
Repeat Steps 2-4 to create additional folders (e.g., '90% Conventional', 'Loan Comparisons').
Choose different colors for each folder for better organization.
Step 6: Edit or Delete Folders 4:08
Click on the three dots next to the folder name to:
Edit the folder name.
Change the folder color.
Delete the folder (note: scenarios will remain in 'All Scenarios').
Step 7: Organize Scenarios Within Folders 4:27
Use the handles on the left side of the folders to rearrange them as needed.
Step 8: Client View of Scenarios 4:43
Understand that clients will see the default tab first.
They can navigate through folders and view all scenarios in the 'All Scenarios' tab.
Cautionary Notes
Deleting a folder does not delete the scenarios; they will still be accessible in 'All Scenarios'.
Ensure that folder names are clear and descriptive to avoid confusion.
Tips for Efficiency
Use consistent naming conventions for folders to make them easily identifiable.
Regularly review and reorganize folders to maintain clarity as new scenarios are added.