You are viewing limited content. For full access, please sign in.

Question

Question

quick fields 10, cloud repository. How to route documents using part of a file/folder name

asked on August 2, 2017

I need to route documents into a subfolder using the Company code only from the parent folder with Quick Fields 10 this is a cloud repository.

The Company Code is also part of the Document name (document name example: 1234 ABC, Inc). Example folder structure:  Client Folder/1234 ABC, Inc/Time Sheets  (there are other subfolders (Correspondence, Wage Attachments).  The Company name ABC, Inc is not on the document or in a field, the code 1234 is in a Field for the document. What would be the best way using only the code and ignoring the Company Name (on the Folder Structure and document name) to get the document into the subfolders? TIA Wendi

0 0

Replies

replied on August 3, 2017

anybody have any guidance on this?

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.