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Re-generating folders in the contact documents tab
Re-generating folders in the contact documents tab
Updated over a week ago

After the record has been created any changes made to the folder template is not automatically applied. If your administrator has changed the default folder structure and you want to apply the changes then you can use the re-build folders option to do this. The re-build folders option will add any missing folders to the structure. No folders are deleted or modified by this action, only the missing folders are added.

Rebuild the folders by:

  1. Go to: Documents tab.

  2. Select the page action button in the top right and select 're-generate folders'.

  3. The page is refreshed and any missing folders from the template have been added.

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