Set Up a Job Folder

Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to set up job folders. When you set up job folders, you can use them to upload any file on any job in WorkBook. Users who have access to the Docs tab on Jobs can access uploaded files.

To use Storage and Folders, you must have access to Settings as defined in User Access Rights under Settings.

To set up a job folder:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to set up a job folder.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Storage and Folders.
4. Click the Job Folder Setup tab.
5. On the grid toolbar, click Add Entry .
   WorkBook displays the new entry in the grid.
6. Double-click the Storage Provider cell and select an option.
7. Double-click the specific cell to specify or select values for the following:
   • Title
   • Company
   • Department
   • Active chec kbox
   • Optional check box
   • Folder Type
   • Folder Path
   • Client Subfolder
   • Use Project Folders check box
   • Use Client Folders check box
   • Subfolder Structure
   • Archive Folder
   • Display Folder Path
   Note: You can have duplicate/multiple entries with the same Company and Storage Provider with the same folder path, as long as the departments of the entries are different.