How to create a Sub Folder

The folder icon on the toolbars will open the file folder on your computer or server which can be used to store files. This location can also have sub folders by default.

For folders to be created, you will need to enable the System Parameter ‘Create Directories for Document Actions’ and set the value as ‘C’. Note that Moveware does not automatically create the folder in every single job. The creation of the new folder according to the configuration, is triggered by selecting the folder/attachment icon in the job.

To create a sub folder, go to the Code Management screen, which can be accessed from the Administration -> Setup -> Codes menu which is only available to users with security group X.

In the Code Management screen, select “Directory” from the drop-down box in the top right of the screen. Then click Add and enter a code value and description for the folder you want to create. Next enter “R” in the default field and click Save. Note the following valid codes for the default field are:

Value on DefaultDescription
R(R)emovals (for Jobs)
W(W)aybills
B(B)oth Removals (Jobs) and Waybills
D(D)ebtors (Customers)
C(C)reditors (Vendors)
I(I)nvoices
S(S)torage
P(P)ayroll in the Employee folder
BlankBlank will create folder in all the aforementioned types.

For subsequent Directory codes, select an existing record and click copy and then change the code value and description to the desired values.

Note that it is the code value NOT the description that dictates the name of the folder that gets created. Please also ensure that you do not use characters that are invalid for Windows folder names such as colon, asterisk, question mark etc.

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