Managed Folders - 'Create Managed Folder'

A 'Managed Folder' is a folder created against a record (e.g. Job) into which you wish to copy one or more unreferenced files.

You may have as many Managed Folders as you like against a record. For example, you may wish to store a large number of photographs relating to a Job, but do not need to individually reference or describe each photo

The 'Create Managed Folder' button will open a screen in which you can enter the name of a managed folder

The 'OK' button creates a folder with this entered name.

You can then Copy / Paste / Drag files into this folder FROM OTHER WINDOWS FOLDERS.

Note: You CANNOT search for a file from within THIS folder to attach it.