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Note

Every possible/potential folder that a Document Structure may require must be defined in advance. Folders cannot be created in an ad hoc fashion by users of the system.

Expand the link below to see how to create the structures.

Expand
titleStep by Step - Adding a Structure

From the Administration menu select Document Structures;

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When you click the Add Document Structure button the following screen will be displayed;

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  1. Enter a Name for the structure.

  2. Select the Related Object Type from the drop-down list.

  3. Enter the name for the physical folder.

You can then add subfolders to the the main folder;

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You can add as many subfolders as required.

"To Folder" or "Not To Folder"

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