Tip #264 - You Can Display Case Documents in a
Folder View with Multilevel Sub-Folders
The most recent version of SmartAdvocate supports a folder view for documents, with multilevel sub-folders. If a document is assigned to a folder (using document properties) the document will be displayed in the assigned folder when the folder view is selected. |
To be able to see a document in a folder (i.e., to use the folder view) the document must first be assigned to the folder. Here are the steps to assign an Existing Document to a folder:
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If you want to assign a document to a folder while the document is being uploaded (attached), follow steps 3 and 4 above when the “Add New Document(s)” page appears. To display document folders, click the “Folder” tab at the top of the Documents Page. |
A backslash in the folder name when creating the folder will be interpreted as a subfolder. For example, if you are adding a document to a folder and the folder name (see step 3 above) is entered as “One\Two\Three”, the document will be shown in sub folder “Three”. In this example, folder “Three” will be a sub-folder of “Two” and sub-folder “Two” will be a sub-folder of “One”. If documents are displayed on the Documents Page in the folder view, you simply double click on a folder to display the sub-folders below. |
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