Knowledge Base
PROGRAM: dpFolders - Client Configuration

Table of Contents
Preparing Configuration
Configuration
Related FAQs
What you need prior to configuration?
dpFolders Configuration
  1. dpFolders installed
Windows Local Folder & File Stucture
Folder Structure
  1. In desired location on local machine, or network, create folder structure
  2. Sample: C:\Applications\
  3. Create Company This is where your company folders and files will be hosted.
  4. Create Customer This is where your customer's folders and files will be hosted.
  5. Create Vendor This is where your Vendor's folders and files will be hosted.
  6. When dpFolders profile is configured, you will point the profile to one of the available folders
  7. Within each folder, subfolders will be created based on text and/or Act field parameters
dpFolders Manager
dpFolders Manager
  1. Open Sage Act
  2. dpFolders Notice will appear giving you notice that dpFolders has not been configured.
  3. Click OK
  4. Lock Act Database
    - Tools/Database Maintenance
    - Lock/Unlock Database...
  5. In Act, go to Tools/DataPlus Plugins/dpFolders Manager
dpFolders Manager
    Profile Settings
  1. Profile Name: Enter Customer
  2. Folder Path: Click button to establish path
dpFolders Manager
    Folder Path
  1. Folder: Click button to browse to path
  2. Sample: C:\Applications\Company
  3. ACT! Field: Enter Company this is the exact field that dpFolders will use the create root folder for profile.
  4. Click Insert
dpFolders Manager
    Folder Path
  1. C:\Applications\Company\ %Company%
  2. You can use multiple fields and text to configure folder name
  3. Sample: C:\Applications\Company\ %Customer Number%-%Company%
  4. Click Okay
dpFolders Manager
    New Name
  1. New Name: Invoices creates subfolder
  2. Click Okay
dpFolders Manager
    Profile Settings
  1. Repeat to create additional folders, Quotes, Project
  2. Click Project
  3. Click Add Child
  4. New Name: Stage 1
  5. Repeat
  6. New Name: Stage 2
  7. Click Okay
dpFolders Manager
    Profile
  1. Repeat to create additional profiles, Vendor, Company
  2. Click on Create dpFoldersPofileField
dpFolders Manager
    dpFolders Profile Fields
  1. Click Yes to create CONTACT field 'dpFolders Profile'
  2. Wait for next dialog box
dpFolders Manager
    dpFolders Profile Fields
  1. Click Yes to create drop down list for CONTACT field 'dpFolders Profile'
  2. Wait for next dialog box
dpFolders Manager
    dpFolders Profile Fields
  1. Click Yes to create drop down list for CONTACT field 'dpFolders Profile'
  2. Wait for next dialog box
dpFolders Manager
    dpFolders Profile Fields
  1. Click OK
dpFolders Manager
    dpFolders Configuration
  1. Click Save
  2. Click Ok
  3. Click Close
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