You now have the ability to define a template structure for the directories to be created for client linked files. This allows greater flexibility on how to store the data making it easier to locate specific documents. This article explains how to implement this new feature
The first thing that you will need to do is to create the template structure for the directories that you want created. You will need to create a parent directory with two sub directories.
1) For the client linked files. This can have multiple sub directories named as required with names that will easily identify what should be stored.
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.
 | 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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| Set the 'Create Application Subfolder Structure?' to Yes. |
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| Click on Application Subfolder Template Location. IMPORTANT When setting the Application Subfolder Template Location preference you need to 1) First set the Level to Context 2) For each context click on modify. 3) Set the location of the template directory and click OK |
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When you create a client TFS will now create the client folder in line with the structure created
| To add a file to one of the directories 1) Click on the directory that you want to upload the file to. 2) Click on Upload. 3) Locate the file in the Select File dialogue box that will be displayed and click Open. The file will then be placed in the specified location. |
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