tologo 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:

client_files_create

 

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:

client created

_bm3 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.

 

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In the left part of the Client Files page the structure of the Client folder is displayed now:

client files left

Click reload button to reload the structure (after you have created new subfolders, for example).

Click level button to get to the higher level of the Client folder structure.

 

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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.

folder management

Starting from the very left:

create new folder (in the client folder);
cut the folder;
copy the folder;
paste the folder;
delete the folder;
open MS Windows Search;
Icons view;
Titles view;
List view;
Details view;
Thumbnails view;
use it to open the Properties window for the selected folder.

 

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See Also:

Client folders window

Files and Folders

Files page of the Project window

Project folders window