Additional Folder Options

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Navigation:  System Configuration > System > File Locations >

Additional Folder Options

Click: Tools > Customise > File Locations > Additional Folder Options (button)

 

Click this button to set up a folder hierarchy. You can create multiple levels of folders on either tab:

Customer Folders

Contracts Folders

 

Type in a full path such as:

Drawings\Plans\ to create a folder called Drawings containing a folder called Plans.

Type multiple folders by putting a new one on a new line.

 

Click Update All Customer Folders to make the new folder hierarchy in existing folders.