Just like an office has folders to systemise and organise paperwork, Vault has the same functionality of creating electronic folders to organise electronic files, documents, templates and storage. These folders can be created for the filing cabinet on both contact and property cards, cloud/word doc templates, email builder and eMarketing storage. Below is a step-by-step guide on how to create your own folders.
Contents:
To create folders, you will need to have system admin access. More information can be found in the User Management Settings knowledge article.
Step by step
1. Go to Settings > Folders
2. Once here, click on the desired tab based on where you would like to create a new folder
3. You are then able to click on Add New Folder Type in the bottom right-hand corner
4. This will then populate the Add/Edit Folder Type screen, where you can add the name of the new folder and click on Save
5. Once added, you have the option to edit or remove the folder by clicking on Edit on the right-hand side of the folder type
Additional information
When adding a Filing Cabinet (Property) folder, you have the below added options:
- Visibility: - Here we can set the type of properties the folder will appear (Sales, Lease, or Both)
- Parent Folder: - Here we can add the folder under an existing folder
- Contracts Folder: - In the MRI Vault mobile app, open home attendees that are sent files in this folder will be automatically marked as 'Contract Sent'
- Default File Access: - When adding a file to the created folder, the access settings of the file will default to the selected
Where will the different folder types appear?
Filing Cabinet (Contact)
These folders will appear in the filing cabinet on the contact card via the below. More information on this can be found in the Contact Record: Filing Cabinet knowledge article.
Documents/Letters
These folders will appear when uploading/creating cloud and word doc templates, including when generating letters via the contact/properties Letters tab. More information can be found via the Creating Letter Templates (Cloud & Word Doc) & Using Letters - Contact & Property knowledge articles.
Filing Cabinet (Property)
These folders will appear in the filing cabinet on the property card via the below. More information on this can be found in the Property - Listing: Filling Cabinet knowledge article.
Email Builder Templates
these folders will appear in the Email Builder section, you can set up folders to group your templates as per below.
eMarketing Storage
These folders will appear in your eMarketing storage (eMarketing > eMarketing Storage) via the dropdown in the top right-hand corner. More information on this can be found in the eMarketing Storage knowledge article.