Document Manager: Adding a folder to all the drawers in the "Clients" cabinet with a single command

Adding a new folder to all client drawers with a single command

The "Clients" cabinet contains a drawer for each client in the database. Each drawer has a reserved folder for the current tax year. You can add additional folders to each drawer as required. Any folders that you add are not reserved, so you can delete them.

A folder can be added to all the drawers in the "Clients" cabinet with a single command. Likewise you can delete a folder in all the 'Clients' cabinet drawers.

To add a folder to the 'Clients' cabinet drawers:

1. From the Tools menu, click Create Client Folder.
2. In the "Folder Structure for all Clients and Firms", highlight the cabinet you want to create it under,  for example Clients, and click New.
3. On the "Add new folder" window, type in a name for the folder.
4. Click OK.

The Document Manager will create a folder in every 'Clients' cabinet drawer with the name you specified.

To remove a folder from the 'Clients' cabinet drawers

1. Expand one of the "Clients" cabinet drawers and right-click the folder to be removed.
2. On the menu that appears, click Remove Folder for all Clients.
3. On the "Please Confirm.." window, click OK to confirm the deletion of the folders.

The Document Manager will remove a folder with the same name from each of the "Clients" cabinet drawers.

Caution: Deleting folders also removes sub-folders and documents they contain.

Note: Access to this facility can be restricted by using either the HandiSecurity or the Operator/Supervisor password systems.

Program and version

Document Manager, all versions