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In the Nebula Activity Folders portal, a new Panel should be created and one or more templates must be made.
Also, for this example, the document types are linked to a specific folder in your template, as described in the article Managing and using folder templates.
How to
In this example, the new template is now available in the Activity Folders panel of your projects in SuperOffice CRM.
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- Choose the template and click Select
- A message will appear telling you that some items were found that are not yet in the correct folder. Meaning that certain documents are not yet archived to the correct folder.
- Click OK to do so
See that the folder structure is now in place and the documents from this project have now been archived in the correct folder.
Just like you are familiar with Windows Explorer you can navigate through the folders.
You can collapse the folders by clicking the little arrow in the folder tree.
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- The user creates a new document in SuperOffice
- As soon as the users switches switch back to the Nebula Activity Folders panel the user receives a notification that a document has been found which was not archived yet
- By pressing the OK button the document is moved to the right folder
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It is possible to search within a folder. For each column, the user can click the little filter button and select a criteria to search on.
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 seperate 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 more easyeasier.