To open a folder, click on the folder in the folder list.Īs mentioned above, the folder will automatically open in a new window. This overview is accessible via menu item Go to -> Folder list. It will also be added to your complete folder list. The newly created folder will be directly visible in the archive’s folder list on the left and it will instantly open: Click on the save button when finished.(Define ‘Folder types’ via menu-option Administration -> Folder types) ‘Folder type’ is a way to make easy filters in the folder list based on a folder type.Only select one of the folders in the ‘Is subfolder of’ list if applicable.In both situations following 'Create new folder' window appears: Within the inbox : onc e you receive an email and you want store it in a folder that is not yet created for that particular contact, you can create a folder also via the ‘+’ icon in the folder list on the left in your inbox.From a contact’s archive : go to the archive of the contact for whom you are planning to create a folder for and click on the ‘+’ icon in the folder list on the left.In this paragraph we explain how to create folders and what the main benefits are of using folders. This is only possible via the contact card, the archive, or when in a folder. It is not possible to add new files to SpinOffice via the file list. For instance to see file properties, to send as an attachment, to export, to print, to see properties or to convert to PDF. Use right click on file item for many more options. At the top of the window there is the ability to search files based on description, company or contact. A window opens with a complete list of all files in your SpinOffice. This simplifies the transition from previously used CRM applications or other relationship tools to SpinOffice.Ī complete overview of all files added/uploaded and of files received via email is available via menu item Go To -> File list. All uploaded files will be visible in the contact’s archive. Via Drag & Drop or menu option Extra -> Import -> Files it is possible to add files directly from your local disc to a contact. Almost any file can be imported into the application.Ĩ.4 Adding items to a folder or subfolder Create folders in order to have your files structured and organized. In order to make SpinOffice your daily working environment, you need to import all your contact related files into your database.
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