Filestore Templates�make it possible to define folder structure templates that can be applied throughout Kinetic and used to upload files into. Folder Templates can be used�in the following system areas; Customers, Sites, Jobs, Items, Categories & Agents.

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• Firstly, select the�+Create�button then input a Name and chose the Type of template that you want to create (the Type defines where the template will be available to use;�Customers, Sites, Jobs, Items, Categories & Agents) Selecting Save will create Save the Folder Template and add it to the list of Templates available. The Action�button on each row of the list allows the user to Edit�(Name & Type), Delete�and Create File Structure. Use the Create File Structure option to start adding Fo

  Firstly, select the�+Create�button then input a Name and chose the Type of template that you want to create (the Type defines where the template will be available to use;�Customers, Sites, Jobs, Items, Categories & Agents) Selecting Save will create ...

• Number Templates allow numbering sequences to be pre-defined and used throughout Kinetic during the creation of Reports, Items, Jobs & Sites. When a Number Template is in place, Kinetic will automatically generate the next sequential number using the format specified in the template when creating a new Report, Item, Job or Site. In some cases there is the option not to automatically generate the next sequential number, in which case the user is expected to manually input the number to be

  Number Templates allow numbering sequences to be pre-defined and used throughout Kinetic during the creation of Reports, Items, Jobs & Sites. When a Number Template is in place, Kinetic will automatically generate the next sequential number using the ...

• Files can be uploaded into a Folder structure which can be personalised to a specific Site. To do so go to�Main Menu > Sites > select required Site > Files. � To create a New Folder, the Folder Name can be entered into the New Folder Name Field, followed by clicking on Create Folder button.�The user can upload files by selecting a folder, then using the Upload File button.�This will bring up the Add File menu, where the Name and Description of the files can be entered into the free text fields

  Files can be uploaded into a Folder structure which can be personalised to a specific Site. To do so go to�Main Menu > Sites > select required Site > Files. � To create a New Folder, the Folder Name can be entered into the New Folder Name Field, ...

• To add a file to a Category go to Main Menu > Categories >�select required�Category > Files.� Files�can be uploaded into a Folder structure which can be personalised.�To create a New Folder, entered a name into the New Folder Name field. Follow by selecting Create Folder button.� To upload files, open the required folder and select Upload File button. This will bring up the Add File screen where the Name and Description of the files can be entered into the free text fields.

  To add a file to a Category go to Main Menu > Categories >�select required�Category > Files.� Files�can be uploaded into a Folder structure which can be personalised.�To create a New Folder, entered a name into the New Folder Name field. Follow by ...

• Fields�allow users to create input fieldsthroughout the system that can be used to capture additional, non-standard data. This is a key feature that allows Kinetic to be configured to suit the individual needs of each organisation that uses it. Any fields that are added are made available for reporting purposes and can be used to display on Supersearches and reports as required. Fields can be added to the following areas of the system:�Agents,�Customer,�Job, Location,�Person & Site

  Fields�allow users to create input fieldsthroughout the system that can be used to capture additional, non-standard data. This is a key feature that allows Kinetic to be configured to suit the individual needs of each organisation that uses it. Any ...