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
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
3. Click Save. This will now automatically apply to all new properties you create in Uptick.
Note: You can retrospectively add in the default folder onto existing properties.
How to setup default folders on Tasks
1. Go to Control Panel > Tasks
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
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
2. Click See Advanced... and 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. Scroll down and click Save. This will now automatically apply to all new properties you create in Uptick.
