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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.
This feature requires activation in Setup Optional Features. Please note that this feature may not be included in your software license.
In this Topic
Field by Field Help - User Folders screen
Related Topics
16.1 Cabinets & Drawers
16.4 Documents
16.5 Intellifile Explorer
Field by Field Help - User Folders screen
Name
Enter a name for the user folder.
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