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Saving Reports to your Favourite Folders

**Released in Avanti 10**

Access all your favourite places to save reports to one place, so you don’t have to navigate to a folder every time you’re saving a report.

Each Avanti User can create their own list of Favourite Folder locations. You’ll be able to access the folders from any company while you’re using the Avanti Desktop.

Additional Information
If you’ve got a separate environment setup for testing Avanti, favourited folders won’t flow to your testing environment.

You may notice there are some places where you cannot select Folders. Don’t worry, this feature will soon be available everywhere you can print on the Avanti Desktop.

Important Information
Only available to SaaS clients.

How to Add a Favourite Folder

To avoid navigating your system every time you want to save a digital copy, add all the places you save reports in Folders.

Step 1: Select to print a report on the Avanti Desktop.

Step 2: On the Printer Setup tab, select Folders.

Additional Information
You can access Folders once Save As is selected.

Step 3: Select Add.

Step 4: Select the arrow, then navigate to the location you’d like to save your future reports. Select OK.

Step 5: Add a Description to help identify this folder in the future.

Step 6: Select OK to save the folder.

All set! Now you can select this location when saving reports. You can add as many locations to the folder as you’d like.

How to Save to a Favourite Folder

Once you’ve added a Favourite Folder, you can start using it to save reports.

Step 1: Select the report you’d like to save.

Step 2: On the Printer Setup tab, select Folders.

Additional Information
You can access Folders once Save As is selected.

Step 3: Select the Folder, then select OK.

Great, you’re all set up to save once you finish making your report selections.

How to Delete a Folder from your Favourites

When you’re no longer using a Favourite Folder, it’s easy to delete.

Step 1: Select a report in Avanti.

Step 2: On the Printer Setup tab, select Folders.

Additional Information
You can access Folders once Save As is selected.

Step 3: Select the folder you’d like removed, then select Delete.

Step 4: Select OK to remove the file.

You’re all done! The folder is no longer one of your favourite folders.

W
Will is the author of this solution article.

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