How do I create document categories?
To create a document category from the preference settings window, follow these instructions.
- From the InfoFlo interface, click
'Preferences'to open the Preference Settings window.
'Depot Folders'from the left hand menu.
- Right click
- Enter a name for the new document category and select a colour icon that will be associated to the new category. Click
'OK'to add the new category.
- Now when you create a new
'Contact, Company or Project'these entities will inherit this folder structure.
- If you already have entities
'Contact, Company or Project'created with no folder structure or an old folder structure click the
'Sync'button on the top right hand side.