Article sections

    Box Folder Structure

    Choosing your box folder structure is important to keep things tidy in

    Creating the Folders

    To create a folder structure click the Add/Edit/Delete Box Folders button and enter a name and a parent folder before clicking save. When done close the dialog to continue.

    Uploading a File

    You may choose what folders go where when creating an enquiry, customer or a contact. These will then be a selection when uploading files within an enquiry, customer or contact view.

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