Storage and Folders - Procedures Use the procedures in this section to perform actions on the Resource Setup, Job Setup, and Storage Provider tabs of the Storage and Folders page. Related Topics:Set Up a Resource Folder Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to set up resource folders. After you set them up, you can use resource folders to store documents that are related to clients, vendors, and other resource types. Delete a Resource Folder Setup Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to delete a resource folder setup. 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. Delete a Job Folder Setup Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to delete a job folder setup. Set Up a Storage Provider Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to set up storage providers. Test a Storage Provider Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to test a storage provider. Browse for Files in a Storage Provider Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to browses for files within a storage provider. Delete a Storage Provider Setup Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to delete a storage provider setup. Parent Topic: Storage and Folders HomeWorkBook Online HelpSettingsFolders, Reports & DocumentsStorage and FoldersStorage and Folders - Procedures
Storage and Folders - Procedures Use the procedures in this section to perform actions on the Resource Setup, Job Setup, and Storage Provider tabs of the Storage and Folders page. Related Topics:Set Up a Resource Folder Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to set up resource folders. After you set them up, you can use resource folders to store documents that are related to clients, vendors, and other resource types. Delete a Resource Folder Setup Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to delete a resource folder setup. 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. Delete a Job Folder Setup Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to delete a job folder setup. Set Up a Storage Provider Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to set up storage providers. Test a Storage Provider Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to test a storage provider. Browse for Files in a Storage Provider Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to browses for files within a storage provider. Delete a Storage Provider Setup Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to delete a storage provider setup. Parent Topic: Storage and Folders HomeWorkBook Online HelpSettingsFolders, Reports & DocumentsStorage and FoldersStorage and Folders - Procedures