Question

• How can I add a new Folder for Company or Individual contacts?
• How can I edit / rename a Folder for contacts?
• How can I delete / remove a Folder for contacts?

Overview

Default folders for Contacts are document folders that you can use to attach various documents to your contacts (both Company Contacts AND Individual Contacts.

Important things to note:

• Folders for Contacts are set by Contact Type
• Folders for Contacts are created on an office-by-office basis (so if you have multiple offices in your DASH environment you will need to create them for each office)
• Once you add a new default Folder, it is added to all existing contacts of that Contact Type
• Once you delete a default Folder for a Contact, it will no longer be created on any new Contacts of that Contact Type. Any deleted default Folders will not be removed from existing Contacts of that Contact Type.

Adding Folders for Contacts

To add a new default Folder, hover over Administration and click on Default Documentation Standards

1. There are two sections for adding a new Folder for a Contact (Individual Contacts or Company Contacts)
   
    
2. Choose the Contact Type from the dropdown. NOTE: this will create a folder for ALL contacts with the selected Contact Type
3. In the Add New Folder field, type in the name of the folder
4. Click Add New Folder
5. Click Save at the top of the page to update your changes
6. Once you add a new default Folder, it is added to all existing contacts of that Contact Type

If you want this Folder to appear for other contact types, you will need to repeat steps 1-3 for each contact type.

If you want this default Folder to appear on contacts for other offices in your DASH environment, you will need to navigate to your profile (Administration > Employee) and change the office your profile is associated with. Then you will need to log out, log back in, and repeat the steps above for that office.

Removing Folder for Contacts

Hover over Administration and click on "Default Documentation Standards"

1. NOTE: there are two sections (Individual Contacts or Company Contacts). When deleting, make sure that you are under the correct section on the Default Documentation Standards page.
   
    
2. Choose the Contact Type that the default Folder is associated with from the dropdown
3. Once you've selected the Contact Type the page will refresh
4. Choose the Folder name from the dropdown
5. Once it is selected from the dropdown click on the orange checkbox to delete it
6. Click Save at the top of the page to update your changes
7. Once you delete a default Folder for a Contact, it will no longer be created on any new Contacts of that Contact Type. It will still show on any previously created Contacts.

Editing Folders for Contacts

Existing default Folders cannot be renamed or edited. You will need to delete it and recreate it according to the changes you want to see. See the instructions below for more information on how to delete/remove a Folder for Contacts.

Questions? Contact Us!