User Folders
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About User Folders

User Folders allow you to define new folders however you wish. Since the document management system uses folders to represent the record to which the document is attached, it may sometimes be necessary to create a document which does not relate to a specific record in your accounting database. If a specific folder does not exist for the document(s) that you need to file, you can create your own with whatever name you want, and associate (file) documents in the new folder. Some examples of user folders might be: "Marketing" or "Resumes - Clerk - May 2005". You can be as general or specific as you wish, depending upon your needs.

In this Topic
   Field by Field Help - User Folders screen
   Q & A - User Folders

Related Topics
   14.1   Cabinets & Drawers
   14.4   Documents
   14.5   Intellifile Explorer
   14.6   Searching For Documents

Field by Field Help - User Folders screen

Enter a name for the user folder.

Q & A - User Folders

Q01.I don't see my question here. Where else can I get information?  
A01.Visit our website's Technical Support section.  

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