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Along with contacts and files, folders are another mechanism to classify documents.
 
They work in much the same way that folders behave in Windows Explorer; however every file and contact automatically starts with a default set of folders. Additional folders (and subfolders) can be created as required, and will be limited to the scope of the file/contact.
 
When setting up service companies, you can provide folders from the practice or create new folders specific to the company.

Root folder

All files/contacts have a root folder, which is the highest level in the hierarchy. From the root folder, you can see all other folders in the scope. You can place documents in the root folder, although it is advised to choose a more suitable location.

Virtual folders

In addition to ordinary document folders, a series of virtual folders are also provided. They are termed "virtual" because they do not actually contain documents; instead, they allow documents to be viewed through a secondary dimension based on other properties. In these views, each document's true location is displayed in a separate column.
  • All documents - Shows all documents independently of their folder structure. This allows you to quickly list every document on the file/contact.
  • Drafts - Shows documents with the "draft" attribute set. Draft documents are hidden from ordinary folders until finalised*
  • Discoverable documents - Shows documents with the "discoverable" attribute set.
  • Documents on related files - Similar to the "all documents" view, includes all documents on related files.
  • Recently added documents - Lists the most recently-registered documents for a particular member.
  • Recently modified documents - Lists the documents which have most recently had their properties modified.

* This behaviour is controlled by an application setting.