Hello,
Your Documents Tab seems so useful if I could get it to access the subfolders of my individual Client folder. Is there some way to access the folder directory for each of my individual Client folders?
Let me explain. For each of our clients we have a folder on the server "Client A" within that folder we have several subfolders to categorize all the different documents relavant to that client/account, "Contracts", "Tech Info", "Leasing Info", etc. I am able to map the path to the client folder and can access all the documents that have been placed in the root of my "Client A" folder but how can I get access to all the documents inside the subfolders within my "Client A" Folder. I cannot possibly put all my docs in the root of my client folder...too many. I have to categorize into subfolders. Is this possible?
Your Documents Tab seems so useful if I could get it to access the subfolders of my individual Client folder. Is there some way to access the folder directory for each of my individual Client folders?
Let me explain. For each of our clients we have a folder on the server "Client A" within that folder we have several subfolders to categorize all the different documents relavant to that client/account, "Contracts", "Tech Info", "Leasing Info", etc. I am able to map the path to the client folder and can access all the documents that have been placed in the root of my "Client A" folder but how can I get access to all the documents inside the subfolders within my "Client A" Folder. I cannot possibly put all my docs in the root of my client folder...too many. I have to categorize into subfolders. Is this possible?
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