Files page of the Client window |
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Files page of the Client window provides you with possibility to create the client folder with one click, easily explore it and access Windows Explorer search. To open the Files page, open the Client window (clicking the Client icon from the Navigation panel) and then click Files tab or click menu Navigation > Client > Files. The view of the Files page before the folder for the Client was created:
To create a client folder click Create button. Future location and the name of the folder is displayed on the right. For consistency purposes name of Client Folder is exactly the same as Client Code and cannot be modified. The general view of the Client Files page after the Client folder was created: Note: Marketing subfolder of the Client folder is created automatically. You can specify custom subfolders to be created the automatically on the Folders page of the Advanced Settings window. After the folder is created, Explore and Search buttons become active. To open the client folder in a separate window click Explore. To open MS Windows Search click Search button.
In the left part of the Client Files page the structure of the Client folder is displayed now: Click button to reload the structure (after you have created new subfolders, for example). Click button to get to the higher level of the Client folder structure.
In the right part of the Files page of the Client window the content of the folder, selected on the left. Use little square buttons with icons for management of sub folders of the client folder. Starting from the very left:
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