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.

To use the Storage and Folders submodule, you must have access to Settings as defined in the Employee cross-company access submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to set up a job folder.
3. In the left navigation pane of the Settings screen, 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 check box
   • Optional check box
   • Folder type
   • Folder path
   • Client sub folder
   • Use project folders check box
   • Use client folders check box
   • Sub-folder structure
   • Archive folder
   • Display folder path