Document Manager cannot create custom folder

[Randers]

I cannot create custom folder from Document Manager during loading or move folder.
I type in folder name in drop down list but the file is put in the first folder of the drop down list.

[rhc]

Hi Randers, did you follow these steps:

The Document Management Area

Introduction The Document Management area is a place where you can store all your scanned receipts, letters, bank statements and any other business related documents that you’d like to keep together in one place. You can categorise your documents into different folders making it easy to locate them when you need to access them in the future. Every QuickFile account comes preloaded with a set of default folders, you can however add your own custom folders as you go. [image] You can easily dri…

Also, when you start to write the folder name do you click on the folder you wish to be used?

[Randers]

Hi rhc
Many thanks for the reply. Yes, I have looked up everything on Quickfile help.
The simpest example I can give is when I try to move an existing file to a new custom folder that I want to create. For example existing file sits in Bank Letters and I want to move it to a new folder I am going to call VAT.

• I click on the folder icon of the file in Bank Letters
• a small Move to…window opens showing the folder drop down list and two buttons Save & Close
• I type VAT into the drop down list and Save

The VAT folder is not created and the file is moved to ATMS Receipts folder (the first in the list).
I am very computer literate, and I’ve tested this several times in loading, moving. and transferring documents and get the same result. 40 love at the moment to Quickfile.

[QFSian]

Hi @Randers

I’ve asked the Development Team about this and there appears to be a bug here at the moment. It will be corrected in due time.

There is however a workaround that can be used, you need to type in the name of the folder, click out, and then re-type it. The new folder then appears as an option.

I hope this helps, but if you have any further questions, please don’t hesitate to ask.

[Randers]

Hi QFSian,
That worked fine. Many thanks.

[QFBeth]

The bug has now been fixed so you should be able to create a new folder as expected without having to click out and re-type.

Hope this helps