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Leeann69's avatar
Leeann69
5 years ago

Adding Folders to AO "Documents"

Under the Documents Tab in AO in clients file..... can I add in prep for next year for eg.  2020 folder in bulk for all our clients instead of going through everyone individually.

  • nickypic's avatar
    nickypic
    5 years ago

    Hi Leeann69 

     

    MYOB AO references the windows folders created for your clients.  It is not possible via MYOB AO to auto create subfolders but it may be possible via Windows.

     

    I would suggest speaking with your IT about bulk creating folders in windows.

     

     

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  • nickypic's avatar
    nickypic
    Former Staff
    5 years ago

    Hi Leeann69 

     

    MYOB AO references the windows folders created for your clients.  It is not possible via MYOB AO to auto create subfolders but it may be possible via Windows.

     

    I would suggest speaking with your IT about bulk creating folders in windows.

     

     

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