🔄 Heads up — we're updating our terminology
"Service Quote" has been renamed to "Sales Quote" in Uptick. You may notice that some screenshots, videos, and content in this article still refer to "Service Quote" — we're progressively updating all materials to reflect the new name. In the meantime, the two terms refer to the same feature.
Thanks for your patience while we work through these updates!
Default folder structures can be set up against:
Tasks.
Properties.
Sales Quotes.
Setup
You will need permission to access your control panel. If you do not have access, please reach out to your system administrator.
How to setup default folders on Properties
1. Go to Control Panel > Properties
1. Go to Control Panel > Properties
2. Fill out the default document structure
Top tips for folder structure:
Main Folder structure
Each new line will be a new folder name.
You can also define subfolders by adding a slash followed by the subfolder name (e.g. public/Reports - This will create a subfolder called Reports under the main folder public).
Multiple subfolders in a main folder will order themselves alphabetically
Here is an example of what the folders and subfolders will look like
Here is an example of what the folders and subfolders will look like
3. Click Save. This will now automatically apply to all new properties you create in Uptick.
3. Click Save. This will now automatically apply to all new properties you create in Uptick.
You can retrospectively add in the default folder onto existing properties.
You can retrospectively add in the default folder onto existing properties.
How to setup default folders on Tasks
1. Go to Control Panel > Tasks
1. Go to Control Panel > Tasks
2. Fill out the default document structure
2. Fill out the default document structure
Top tips for folder structure:
Main Folder structure
Each new line will be a new folder name.
You can also define subfolders by adding a slash followed by the subfolder name (e.g. public/Reports - This will create a subfolder called Reports under the main folder public).
Multiple subfolders in a main folder will order themselves alphabetically
Here is an example of what the folders and subfolders will look like
Here is an example of what the folders and subfolders will look like
3. Click Save. This will now automatically apply to all new properties you create in Uptick.
3. Click Save. This will now automatically apply to all new properties you create in Uptick.
How to setup default folders on Sales Quotes
1. Go to Control Panel > Sales quoting
1. Go to Control Panel > Sales quoting
2. Fill out the default document structure
2. Fill out the default document structure
Top tips for folder structure:
Main Folder structure
Each new line will be a new folder name.
You can also define subfolders by adding a slash followed by the subfolder name (e.g. public/Reports - This will create a subfolder called Reports under the main folder public).
Multiple subfolders in a main folder will order themselves alphabetically
3. Click Save. This will now automatically apply to all new properties you create in Uptick.
3. Click Save. This will now automatically apply to all new properties you create in Uptick.
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