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The Finance Shop Release Notes

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 subdirectories.

1) One for the client linked files. This can have multiple subdirectories named as required with names that will easily identify what should be stored.

2) One 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.

To enable this functionality you will need to set the following preferences within TFS Administration.

IMPORTANT

To set TFS to use the custom structure you must define the settings against each Context that you want to use it on

From within TFS Administration go to Security \ Preference.
Select Settings \ Client Folder Management
Select 'Create Client Subfolder Structure?
Click on Context.
Select the Context you want to change.
Click on Modify
Set the 'Create Client Subfolder Structure?' to Yes.
Click OK.

To set the Client Subfolder Template

From within TFS Administration go to Security \ Preference.
Select Settings \ Client Folder Management.
Select Client Subfolder Template Location.
Select Context.
Click on the Context you want to change.
Click on Modify
Click on the '[...]' button and select the client subfolder location.
Click on Ok

If you have multiple contexts then repeat for each context where you want the custom folder structure to be used.

Repeat the same process for the Create Application Subfolder Structure and Application Subfolder Template Location.

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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