tologo TO3000, Version 9.0 Folder Structure

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Business Folder

TO3000, Version 9.0 automatically creates and maintains 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 Business folder.

Business folder by default it is created in the root of drive C. Location of Business folder on the Folders section of Advanced settings window. To specify a different business folder location:

1. Click menu Settings > Advanced;

2. Click Folders section;

3. Click Change button.

Having changed Business folder location you must move the content from the old Business folder manually.

 

Different folder types

Business folder contains two sub-folders: Clients folder and Projects folder.

Clients folders (a separate folder for each client) are stored in the Clients folder. Each folder is named by unique Client Code. Please refer to Client folder topic for details.

Project folders (a separate folder is created for each project) are stored in the Project folder. Each folder name contains unique project code project name. Please refer to Project folder topic for details.

These folders, as well as their subfolders are created automatically by clicking Create button in respective areas of the program (like Main tab of Project window).

 

Automatic folder creation

With the help of automatic folder creation feature for any folder in TO3000, Version 9.0 you can define a number of subfolders to be automatically created upon creation of their parent folder.

To enable this feature for certain folder type, select Automatic Folder Creation checkbox on the tab of required folder in Folders section of Advanced settings window.

Every time Client or Project folder is created by TO3000, Version 9.0 Workstation, any folders or subfolders added to respective tab of Folders settings will be created in that folder automatically

To disable creation of customized folders clear Automatic Folder Creation on the corresponding tab Folders tab.

 

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See also:

File manager