Skip to Content
This question has been flagged
2 Respostes
2481 Vistes
Avatar
Dominic Apazeller

Hi @ all, 
I'm using 16.0+e and especially DMS to manage my bunches of paper. 

Is it possible in DMS to create some sub-folders for example in a contact, just for this contact? I do not mean a global structure in DMS for all other items.

Example:
Contact A:
Internal > Contracts
Internal > Invoices

Contact B:
Internal > Reports
Internal > Merchandise
Internal > xyz
 
Thanks for a relpy in advance :-) 
Regards

Avatar
Descartar
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Under the configuration there is a workspace and tags in that way, you can create different Tags based on the categories, Once you can create the class under the Tags or you can differentiate that folder into other tags or session

The first step you have to create a workspace for contacts under the workspace you can create different tags and categories. Based upon this partition the record saves on the workspace classification.

Regards

Avatar
Descartar
Avatar
Dominic Apazeller
Autor Best Answer

Hi @Cybrosys

Thank you for your response. This is exactly what I missed. :-)

Avatar
Descartar