Set a Default Folder for Documents

• Related Articles

• Moving Documents into Matters that are Nested under Calendar Entries

  --The following script moves documents that are nested under Calendar Entries to be nested under Matters instead. UPDATE __M_Documents_Digital_Files SET Final_Folder_RelativePath = '\Calendar Attachments\', Final_Parent_Type = ...

• Moving Documents into Matters that are Nested under Communications

  --The following script moves documents that are nested under Communications to be nested under Matters instead. UPDATE __M_Documents_Digital_Files SET Final_Folder_RelativePath = '\Emails\', Final_Parent_Type = Relationships.Final_RelatedTo_Type, ...

• Moving Documents into Matters that are Nested under Tasks

  --The following script moves documents that are nested under Tasks to be nested under Matters instead. UPDATE __M_Documents_Digital_Files SET Final_Folder_RelativePath = '\Task Attachments\', Final_Parent_Type = Relationships.Final_RelatedTo_Type, ...

• Moving Documents into Matters that are Nested under Invoices

  --The following script moves documents that are nested under Invoices to be nested under Matters instead. UPDATE __M_Documents_Digital_Files SET Final_Folder_RelativePath = '\Invoices\', Final_Parent_Type = Relationships.Final_RelatedTo_Type, ...

• Moving Documents into Matters that are Nested under Other Entries

  Some systems allow documents to be nested under virtually any other kind of record. This can be challenging when moving documents into systems that have a limited number of parent types. --The following script creates a "MISC DOCUMENTS" matter --And ...