Quickly and automatically build a fileroom from an existing tracker, with each folder linked to the corresponding tracker entry.

  1   Select Manage Tracker in the top menu or select the 3-dot options menu beside the tracker name in the left drawer.

  2   Click Create Linked Fileroom.

  3   Choose whether to link the tracker to the index or sandbox (if applicable).

  4   Change the fileroom name (if applicable).

  5   Use the dropdown menu to determine from available options which tracker column will be used to provide index number data, or select Auto Generate.

  6   Use the dropdown menu to determine from available options which tracker column will be used to provide folder names, or select Auto Generate.
 

The column types available to select from to use as both Index Numbers and Folder Titles include:

• Request number
• Requested Item
• Short Text

  7   Click Create Fileroom.
 

A fileroom has now been created in the Documents tab, with a completed folder structure matching and linked to the tracker entry structure.

If new folders are added to your Index after initial syncing, add them by clicking Add Row > Link Folder and select the new folder(s) > Link.
If new rows are added, folders can be created by clicking Link to Fileroom.

Double-click a folder in the Index Link column to access the folder in the Documents tab.

Or, in the Documents column, click the file icon. The number beside the icon indicates the number of files stored in the folder, including those within subfolders. Opening folders in this manner allows direct access to viewing without needing to exit the tracker and access the Documents tab (just click the file icon to open the document viewer).

You can also upload files from this window. Click Upload to begin.