You can now create custom folders within the file directories of jobs, assets, and staff profiles. This allows you to organise your documents more effectively based on your own structure and naming preferences.
What This Feature Does
This feature allows you to:
Add custom folders to the file directory structure for jobs, assets, and staff profiles.
Remove default folders you no longer need, so they wonât appear in new entries.
Maintain a consistent folder setup across your organisation.
How to Add Custom Folders
Go to Settings > Directory Templates.
Select the relevant category: Jobs, Assets, or Staff.
3.Add your custom folder name to the list by hitting on Create Default Folder.
Your custom folder will now appear in the file directory for any new job, asset, or staff profile created after saving.
How to Remove Default Folders
In the same Directory Templates section, youâll see the list of default folders.
Simply remove any folders you no longer want to appear by hitting to bin icon.
These folders will no longer be included in the file directory of new jobs, assets, or staff profiles created after the change.
Note: Folder changes only apply to new entries created after the update. Existing records will retain their original folder structure.
Example
If you add a folder called âSite Photosâ and remove âGeneral Notesâ under the Job category, all new jobs will include âSite Photosâ and exclude âGeneral Notesâ in their file section.