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2) For the application linked files. This will be the directory structure created for each application created for the client. his can have multiple sub directories named as required with names that will easily identify what should be stored
| In the example shown you can see the top level directory for the template called [TFS Template]. Your template must have two sub directories. you can have as many sub directories underneath these as required 1) Application. This has 3 sub directories. One is for images, one for documents and one for spreadsheets. 2) Client. This has 4 sub directories. One for images, one for financials, one for scans and one for zip files. |
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To enable this functionality you will need to set the following preferences within TFS Administration.
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 | Set the 'Create Client Subfolder Structure?' to Yes.
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To set the Client Subfolder Template 1) Select Client Folder Management 2) Select Client Subfolder Template Location. IMPORTANT When setting the Client Subfolder Template Location preference you need to modify each Context. 3) Set the Level to Context 4) Select the Context. 5) Click on Modify. 6) Set the location of the Client template directory and click OK.
If you have multiple contexts then repeat for each context where you want the custom folder structure to be used. |
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