Overview
There are multiple places where documents can be stored in Fieldguide. In most places where documents are stored, you can create folders manually or use the default folders automatically created by Fieldguide to organize your documents.
Default folders in an engagement
The Documents tab inside an engagement stores all your engagement's files. Fieldguide may create some folders here automatically, depending on your engagement setup.
When you create an engagement, Fieldguide will add the folders named Report Templates and Reports automatically, which are also displayed in the Reports menu. We recommend using these folders to store your engagements report templates and generated reports, respectively.
A folder named Sheet Documents and subfolders inside it will be automatically created if autocopy is enabled on any requests.
Add a folder
To add a folder to the Documents tab in an engagement:
Navigate to the location where you'd like to insert a new folder.
Click New in the top-right and select New Folder from the dropdown.
Edit a folder
Use the folder actions menu to rename a folder, delete a folder, move a folder, make a copy of a folder, or perform another action. To perform an action:
Check the box next to the desired folder(s).
Select an action to perform from the buttons in the top-right.
You can also right-click a folder to access the folder actions menu.
Link a folder to a sheet row
Adding a Documents column to a sheet lets you link folders to sheet rows. You can either link an existing folder or create a new folder to link to the sheet row.
If you'd like to link files from Requests to sheet rows, we recommend using autocopy instead of manually linking folders to sheet rows.
To manually link a folder to a sheet row:
Click +Document in the Documents column on the desired row and click Link Folder.
Select an existing folder or click Create Folder. Or if you'd like to create a new subfolder, click on an existing folder before you click Create Folder. If you create a new folder, consider naming it after the sheet row key or the control key for easy reference.
After you've selected the desired folder, click Link Folder to link it to the sheet row.
After you've linked a folder to a row, any documents you add to this sheet row will be added to this folder.