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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(expand) to expand the Folders panel (unless in the Document Directory)
(plus icon)
(save).
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 |
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(green plus icon):|
Enter a name for the sub-folder and click save Click the Click the The 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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(edit) icon to change a folder's name.
(delete) icon to remove a folder.
(solid black folder) icon indicates that there are sub-folders in that category.
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.
