Create a new  Directory to file documents, files or records in an orderly manner for either your own or your company's use.

1. Go to the  Home tab on the function bar.
2. Click on the dropdown triangle next to next to  Directories and select  New. A new directory will open.
3. Enter a speaking name for the directory for easy retrieval.
4.  Save your input by clicking on the icon in the top left-hand corner of the input window

Assign permissions and make settings for versioning and added fields. In an existing directory, first switch to the  edit mode to make changes to the directory settings.

1. Assign Change permission, Read Permission or Permission to change remarks to either all users or specific users/user groups.
2. Activate Document versioning to log changes to objects and save old versions as a copy.
3. Insert the names of added fields that are to be available for the directory in the field Added field names for objects.
4. Activate Insert all user favourites to display the directory company-wide in all favourites lists without the individual user being able to actively add or delete it.
5. Activate Open objects in display mode to prevent frequently read documents from being locked for other users every time they are accessed.
6. Create Keywords in the input window at the top right. Use a new line for each keyword.
   The keywords are used for categorisation and easier retrieval.
7.  Save your input by clicking on the icon in the top left-hand corner of the input window.

Add the objects you want to a new directory. Directory objects can be inserted or deleted at any time, even if the directory itself is only in  display mode.

1. Add various kinds of  New objects:
   1. Different files (text documents, images, tables)
   2. Records belonging to any table (accounts, event segments, etc.)
   3. Links (file or folder links, URLs)
2. Right-click a directory object and select  New to either attach further objects on a  subordinate level or on the  same level.
3. Move directory objects up or down by holding down the left mouse button (drag-and-drop). The object is always inserted below the object on which the mouse remains.
4. To place an object at the top, drag the object above it downwards.
5. In the directory input window, click on Details in the toolbar to see a detailed list of objects or an object preview in the large window on the right.
6.  Save your input by clicking on the icon in the top left-hand corner of the input window.

Keywords that are to be assigned to the directory objects are created and assigned in the directory itself.In an existing directory, first switch to the  Edit mode. Keywords can be assigned either in the preview or in an opened object, even if the directory itself is only in  edit mode.

1. First enter the Keywords you want to use in the little input window in the top right-hand corner in the  directory. Write each keyword in a new line.
2. Then save the directory and activate  Details to be able to assign the new keywords.
3. Mark the object you want in the table of contents on the left and left-click the icon  Keywords in the preview window to open a list of existing keywords.
4. Select and  Confirm the keywords you want to apply.
   Multiple selection is possible, but the list of keywords cannot be extended at this point. If you select other values in the picklist, previously set keywords are removed.
5. Alternatively, right-click the object and select  Open from the context menu (or left-click and select  Open in the toolbar).
6. Select the  Keywords from the picklist in the toolbar and  Confirm.

Search for all directory objects with this keyword regardless of the directory they are in by going to  Directories >  Directory objects >  Search. Enter the keyword you are looking for in the Full text search field. Within a directory, filter directly for one or more  keywords.

1. Open the  Directory you want.
2. Filter for  Keywords in the toolbar.
3. Multiple selection is possible by holding down the Shift key and left-clicking. Note that only objects that have been assigned all of the selected keywords will be found when more than one keyword is selected ("And" search).
4. Select the keywords you want and  Confirm.
5. The list of directory objects with these keywords appears in the table of contents on the left. All objects regardless of keyword are displayed in the preview window on the right, which becomes visible by clicking  Details.
6. Return to the full table of contents by clicking on  Keywords >  Discard selection in the toolbar.

Directory objects can be found directly in a separate search.

1. Click on the dropdown triangle next to  Directories and select  Directory objects.
2. Select  Search to open a dialogue window or go to the  Recent searches >  Most recent records if you have only recently worked with the object.

As of Bp Event version 12.1, record specific directories are avaialable for  Accounts,  Items,  Events and  Projects. You can store data sheets, other documents, images or objects of any kind related to this one record here.

1. In the side navigation, click on  Directory.
2. If standard folders have already been created for the record table (accounts, items, events or projects) as  Added fields, they will appear automatically.
3. Directory folders can be preset as filing locations in datasheet templates. These folders are automatically created when the first  data sheet based on that template is opened and saved.
4. Create your own  folders or other directory objects by clicking on  New in the horizontal toolbar. Directory objects can be added or deleted without the directory itself being open in edit mode.
5. To edit the directory settings, first insert at least one directory object.
   1. Click on the directory object and in the toolbar above select  Open.
   2. Click on  Open directory in the top toolbar and then select  Open in the top left-hand corner.