Help centre / Loupe / Settings
Keep a check’s documents in Folio
If your organisation uses Folio, a check’s documents and its evidence pack can be kept there with the rest of your records, under the retention class you choose.
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Keep one check
Go to Loupe › Checks
Open the check and press Keep in Folio in the Folio box.
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Choose where it goes
Pick the Folder and the Retention class. For a single document, give it a Name. Then press Keep in Folio.
With several documents, each keeps its own name, and the evidence pack goes with them.
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Or keep them automatically
Go to Loupe › Settings
Under Keep in Folio automatically, choose when:
- When someone marks a document as altered
- Whatever someone decides
- Only when someone chooses to
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Pick the folder and class
Choose the Folder in Folio and the Retention class they’re kept under, then press Save.
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See where it went
Once kept, the Folio box on the check says which folder it’s in. Press the folder to open it in Folio.
If something goes wrong
It says it couldn’t keep the documents. Press Try again, or choose another folder. If it still won’t go, write to us at [email protected].
Still stuck? Write to [email protected] and we'll get back to you.