Summary
Controls default report files for different parts of the system
Details
Sub folders nominate the folder below the Company Documents Folder where any created files are to be saved.
The name of the target file is created from:
Company Document Folder + "\"+ {Sub Folder} + "\" + {Prefix} + {Relevant code such as Job Code} + {Counter (if used)} + {File extension}
"[Code]" anywhere in the path is replaced by the relevant code
Adding a counter forces the system to not override existing files, but add "001", "002", "003" etc to the filename before the extension
Default extensions of the files to be saved can be set on a line by line basis. The exception is the order layout where the file name is determined by the Job Number,cost centre and load, and the extension is determined by the setting in Suppliers
You can view the effect of changes to Sub Folder,Prefix, Counter and extension on file names of generated reports by viewing the right hand column. This column displays the file name of a generated report assuming the Job number (or Contact code etc) is 'ABCD' and the counter, if require, is '001' (that is, the file does not already exist).
Folders that do not exist are created as report documents are created or as you scroll through jobs in Document Handling. In this case, any default folders are created and default files are copied into those folders.
Use of the {File} variable
Sometimes you might want different reports to go to different sub folders below the job folders. This can be handled easily using the {File} variable
The system picks up anything within {....} brackets anywhere in the file name of the report layout, and uses this to replace "{File}" anywhere in the generated report path.
example
if your Company Document folder is F:\DOCUMENTS\COMPANY1
Sub Folder is JOBS\[Code]
Prefix is J
Add Counter is checked
Extension is .PDF
and you run a custom report on Job ABCDEF
Then the document created will be F:\DOCUMENTS\COMPANY1\JOBS\ABCDEF\JABCDEF001.PDF
if your Sub Folder is JOBS\[Code]\{File}
and your layout file is ...\XXX{Contracts}XXX.rtf
Then the document created will be F:\DOCUMENTS\COMPANY1\JOBS\ABCDEF\Contracts\JABCDEF001.PDF
Toolbar
Sets factory settings. Suggested subfolders, prefixes, counters and extensions are set
Selects a layout file for the current location
Loads the relevant (fixed position or RTF) layout editor for the current location
Closes the routine