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How to use the Activity Folders in SuperOffice CRM
Conditions
In the Nebula Activity Folders portal, a new Panel should be created and one or more templates must be made.
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- The user creates a new document in SuperOffice
- As soon as the user switches back to the Nebula Activity Folders panel the user receives a notification that a document has been found which has not been archived yet
- By pressing the OK button the document is moved to the right folder
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Good to know
- The administrator of Nebula Activity Folders can setup which document types should be automatically filed in the right folder, more info
- Uncategorized documents are placed in the root folder. They can be moved by using the drag and drop functionality
- If the SuperOffice user has enough rights the folder structure can be easily changed by using the Configure folders button. It is possible to remove, rename and position folders in the folder tree
- The folder structure can also be displayed in a separate window. This can be done by clicking the
button. This makes navigation through the folders or organizing documents by using drag and drop even easier.
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