Customer Document Folders (Settings)

Document Folders are used for organising documents that have been uploaded to a customer record. When a user wishes to upload documents to a customer record, they can select a predefined folder into which the documents will be uploaded.

Users can access a customer's documents by clicking the Documents tab when viewing a customer record. See Documents article for additional information relating to use of documents and document management.

In addition to any Document Folders that have been created with this setting, there is a default Unclassified folder, which cannot be modified or deleted.

Accessing Document Folder Settings

Settings > Customer Settings > Document Folders

Add a Document Folder

Enter a name for the folder into the Add a customer document folder field, and click Add.

Modify a Document Folder

• Select a folder from the list displayed at the top of the settings screen
• Edit the name of the folder in the Modify a customer document folder field
• Click Save

Renaming a Document Folder will immediately update the folder name for all customer records that have documents stored in that folder.

Delete a Document Folder

• Select a folder from the list displayed at the top of the settings screen
• Click Delete

When a Document Folder is deleted, all documents in that folder will be moved to the Unclassified folder.

Deleting a Document Folder cannot be reversed.