Folders are used in Raynet to keep the Files you have stored in Documents well organized.
In this article, we will explain:
- How to create a new folder,
- overview of actions for folders,
- working with folders in Documents,
- moving a folder in Documents.
Creating a new folder
To view your folders, click on Documents.
If you do not yet have a Folder in your document library, simply add one. In Documents, click on the green plus button » New Folder.
Name the folder and select a Category if you use them for Folders.
Click the lock icon to assign a Security Level to the Folder. Confirm by clicking Save.
To add a Category to a Folder, hover over the Folder and then click the pencil icon on the right.
On the detailed card, use the arrow to expand the Category drop-down list and select Edit Items » Add another item. Name your new Category and confirm.
Click on the folder name to view its contents. To upload Files, click the green plus button and select one of the options:
- Upload files,
- Add a link (www),
- Link files from Dropbox service.
Important: Each folder can contain a maximum of 200 files.
Overview of actions for folders
You can access the action overview from the folder detailed card by clicking on the three dots (top right).
Clicking the Security button will pull up a window with system information about the Folder. You can find out who created or modified the Folder and when. Only users who are authorized can access the Folder.
It is a common occurrence that multiple users work with a folder at the same time. Using the Refresh action will show the current version of the folder, including any changes made by other users in the meantime.
If all files in a folder are deleted, the folder itself will be permanently removed from Raynet.
Working with folders in Documents
When you hover your mouse over a folder, the row will turn green, and buttons will appear on the right - a pencil button to edit the Folder and an X button to delete it.
Click the name to open the Folder and view the Files in it. You can read about working with Files in this article.
Moving a folder in Documents
To sort the folders, select the Reorganize button, which can be found on the right above the list of Documents.
All created folders are part of the main Documents folder. Drag and drop the selected folder to move it under another folder. In our case, we will move the Raynet folder under the Invoices folder. Save the changes by clicking OK.
The Raynet folder is now located under the Invoices folder.
Tip: You can also add folders to all records in Raynet (except Price Lists) as an attachment directly on the detailed card of the selected record. The attachments panel can be found on the Basic Information tab (for Accounts and Contacts on the Other Information tab). Learn more about this feature in this article.