Administer Folders configuration

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To administer the root folders settings, go to Administration > Add-Ons > B1 Document Manager > Administer Folders.

From here, you can configure which root folders to use for documents concerning Business Partners and Items respectively. Attached documents will be placed in these folders.

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A click on either of the buttons labeled “…” will open a “Choose Folder”-dialog. To enable saving and searching for documents, the “Active”-checkbox must be checked.

Once a folder has been chosen and marked as active, keywords for the selection can be created.