Connect to a Shared folder in Aptify

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:12 AM by Kevin Schmidt - HCPro

Aptify allows users to share their views for other Aptify Users to use.  A Shared view cannot be altered by others but can be accessed unless it is copied.


Connect to Shared Folder by Person


1. Right click the Person's entity and select Connect to Shared Folder



2. Select which User you want to connect to by clicking on the + sign next to the name to view the folder. 


3. Confirm folder name you want to connect to with original User, then select and click OK.



Reminder you will only see the folders of that user from the Person entity you selected.  


Copy a Connected Shared Folder to Edit

In order to edit or view the properties of someone else’s shared view, you must first make a copy of it.


To copy a shared view, right click on the View name, select Copy.



Right click on entity Service and select Paste View



Once done the view will show up directly under the entity you are working with:


From there you are able to edit the view.  Any edits you make to the view will not change the original users view.  

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article