Storage and Folders - Procedures Use the procedures in this section to perform actions in the Resource folder setup, Job folder setup, and Storage provider tabs of the Storage and Folders screen. Related Topics:Set Up a Resource Folder Use the Storage and Folders submodule to set up resource folders. Once set up, the resource folder can be used to store documents relate to clients, vendors, and other resource types. Delete a Resource Folder Setup Use the Storage and Folders submodule to delete a resource folder setup. Set Up a Job Folder Use the Storage and Folders submodule to set up job folders. When set up, job folders can be used 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 the Storage and Folders submodule to delete a job folder setup. Set Up a Storage Provider Use the Storage and Folders submodule to set up storage providers. Test a Storage Provider Use the Storage and Folders submodule to test a storage provider. Browse for Files in a Storage Provider Use the Storage and Folders submodule to browses for files within a storage provider. Delete a Storage Provider Setup Use the Storage and Folders submodule to delete a storage provider setup. Parent Topic: Storage and Folders HomeSettingsFolders, Reports & DocumentsStorage and FoldersStorage and Folders - Procedures
Storage and Folders - Procedures Use the procedures in this section to perform actions in the Resource folder setup, Job folder setup, and Storage provider tabs of the Storage and Folders screen. Related Topics:Set Up a Resource Folder Use the Storage and Folders submodule to set up resource folders. Once set up, the resource folder can be used to store documents relate to clients, vendors, and other resource types. Delete a Resource Folder Setup Use the Storage and Folders submodule to delete a resource folder setup. Set Up a Job Folder Use the Storage and Folders submodule to set up job folders. When set up, job folders can be used 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 the Storage and Folders submodule to delete a job folder setup. Set Up a Storage Provider Use the Storage and Folders submodule to set up storage providers. Test a Storage Provider Use the Storage and Folders submodule to test a storage provider. Browse for Files in a Storage Provider Use the Storage and Folders submodule to browses for files within a storage provider. Delete a Storage Provider Setup Use the Storage and Folders submodule to delete a storage provider setup. Parent Topic: Storage and Folders HomeSettingsFolders, Reports & DocumentsStorage and FoldersStorage and Folders - Procedures