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Setting up default folders in record-specific directories

Setting up default folders in record-specific directories

There are dataset-specific directories in accounts, items, events and projects. Their folder structure can be customised or preset.

  • Set up standard folders per table

    Folder structures can be created for Adresse Accounts, artikel Items, VA Events and projekt Projects.

    1. Go to the Configurations tab and click on Added fields > Accounts.
    2. Enter the folder names in the input field Default folder in record directories. Write each folder in a new line and separate subfolders with "/".
      Example: Data sheets/kitchen
      Data sheets/Office
      Data sheets/AV
    3. save Save your input.
    4. Set up the standard folders for the other tables in the same way.
  • Pre-set the filing location for data sheets

    In data sheet templates, specify the filing location within a record-specific directory. This option is not available for other types of text templates.

    1. Go to the Vorlagen Templates tab and select vorlage brief Text templates to open a template with Type Datenblatt "Data sheet".
    2. Enter the filing location to the right of the data sheet type and separate subfolders with "/".
      Example: Data sheets/AV or Data sheets/Kitchen
    3. The folder or subfolder will appear in the record as soon as a data sheet based on this template is generated, edited and saved in the directory.