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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

    For the tables Adresse address, artikel article, VA event and projekt projects , enter a folder structure for the Verzeichnis data record directories.

    1. Go to the Setup tab to Table details > Addresses.
    2. Enter the desired folders in the input field Default folder in data set directories . Write each folder in a new line and separate subfolders with "/".
      Example: Data sheets/kitchen
      Data sheets/Office
      Data sheets/technology
    3. save Save you.
    4. Set up the standard folders for the other tables in the same way.
  • Preallocate the storage location for data sheets

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

    1. On the tab Vorlagen Templates > vorlage brief Text templates open a template with type Datenblatt "Data sheet".
    2. Enter the storage location to the right of the data sheet type and separate subfolders with "/".
      Example: Data sheets/technology or data sheets/kitchen
    3. Der Ordner bzw. Unterordner erscheint, sobald ein Datenblatt auf Basis dieser Vorlage gezogen und zum Bearbeiten und Speichern im Verzeichnis geöffnet wird.