TO3000 3D+ Folder
Structure
|
The Business Folder TO3000 3D+ automatically creates and maintains a file storage folder structure at any accessible location. All workflow files (such as client-sent files and files to be sent to clients, as well as printable invoices and quotes) are stored in respective subfolders of the Business folder. The Business folder is created, by default, in the root of drive C. To specify a different business folder location: 1. Click Advanced Settings in the Backstage view; 2. Click the Folders section; 3. Click the Change button. Having changed the Business folder location you must move the content from the old Business folder manually.
Different folder types Business folder contains three main sub-folders: The Clients, Projects, and Prospects folders. Client folders (a separate folder for each client) are stored in the Clients folder. Each folder is named with the client's Code. Please refer to the Client folder topic for details. Prospect folders (a separate folder for each prospect) are stored in the Prospects folder. Each folder is named with the prospect's Code. Please refer to the Prospect Folder topic for details. Project folders (a separate folder is created for each project, With Projects Mode only) are stored in the Project folder. Each folder name contains the unique project code, and, optionally , the project name. Please refer to the Project folder topic for details. Client job folders (a separate folder is created for each client job, Without Projects Mode only) are stored in the Client folder. Each folder name contains the unique client job code. These folders, as well as their subfolders are created automatically when opened in the TO3000 explorer for the first time, or when the first file is saved to them.
Automatic folder creation With the help of the automatic folder creation feature for any folder in TO3000 3D you can define a number of subfolders to be automatically created upon creation of their parent folder. To enable this feature for a certain folder type, select the Automatic Folder Creation checkbox on the tab of required folder in the Folders section of the Advanced settings window. Every time a Client or Project folder is created by TO3000 3D+, any folders or subfolders added to the respective tab of the Folders settings will be created in that folder automatically. To disable creation of customized folders, clear Automatic Folder Creation on the corresponding Folders tab.
See also: |
