Custom default folders for Jobs and Opportunities

Within the Jobs and Opportunities in MyConstruct, there's a tab called "Files" - this is where you can create folders and store your files and photos etc against that Job / Opp.

To save time, it's possible to create a custom set of default folders, so every time your start a new Job or Opp, these folders will appear automatically which saves you the hassle of setting them up each time.

Simply navigate to the main left menu, then click on "Jobs", select "Setup" and then "Manage Default Folders".

This takes you to the "My Default Folders" area, where you can get started making your own custom folder template by clicking on "Create Default Folder" and give it a name.

Once you have added a few folders, you can also click the small arrow on a folder (on the edit button) and select "Create Sub Folder" - this creates a folder within for sub directories which are useful to help split up the files.

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In this example we've done a basic structure to keep track of our default documents.

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Once you've setup a default structure, you'll see it automatically set on any new Job or Opp moving forward.

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