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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.

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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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