Document folders allow you to better organise your documents and photos.
Document folders are currently available in the following areas:
Like documents and photos, document folders are specific to a record (like a quote or task). So if you create document folders for one task, they will not be available to another task.
- You can set a default folder structure for tasks, depending on the task type.
- The Document Directory can be used for shared files and folders, which is available from within any area that has the Documents & Photos tab.
Creating folders
Create a folder
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Create a sub-folder
Hover over the folder you want to use as the top-level folder. On the controls that appear to the right of the folder name, click (green plus icon): | |
Enter a name for the sub-folder and click save (green disk icon). Click the (edit) icon to change a folder's name. Click the (delete) icon to remove a folder. The (solid black folder) icon indicates that there are sub-folders in that category. To change a sub-folder to a top-level folder, drag it to the Top Level Drop Area at the bottom of the folder list. |
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Move a file to a folder
Move a file from one folder to another by clicking in an empty space on the row, or by using the icon under the Drag column , and dragging the file to the folder you want.