Determine the document folder path


Du er her: InLoox Support Knowledge Base Online Help InLoox Web App 7.0 All support topics for InLoox PM 7 Web App Document management Determine the document folder path

InLoox PM Web App saves storage space and avoids duplicate records simultaneously, as the software works with smart file and object links. Save your documents conveniently on your file server, your SharePoint Server or on the online storage if you use InLoox now!

The option page Documents defines the rules for the InLoox PM file archiving feature. Some customizing options are available. The format of the project number affects the Document page. It is possible to update the contents of the project folder automatically.

  1. Open the InLoox PM Options.
    For more information, where you can find the InLoox PM options, see Open the InLoox PM options.
  2. In the navigation pane click Documents. In Ribbon click Document store. Below you see the Document store area.

    Document store

  3. Do one of the following:
    1. Select the storage type:
      • Select File Server and click to add the folder you want.

        Select InLoox by using InLoox now! In this case InLoox managers all project documents.

        1. Define the rule in the Rule field by adding one of the following fields from the Field drop-down list:
        • <PROJECT_NAME> (Project name)
        • <PROJECT_NUMBER> (Project number)
        • <COMPANY_NAME> (Customer name of the project)
        • <CURRENT_YEAR> (Current year, four digits)
        • <DIVISION> (Division name)

          The Standard parameter <COMPANY_NAME>\<PROJECT_NUMBER> <PROJECT_NAME> points automatically to the following folder structure:
           <BASEPATH>\Customer1\2011-001 Project 1
           <BASEPATH>\Customer1\2011-002 Project 2
           <BASEPATH>\Customer2\2011-003 Project 1

      • Select SharePoint Server site:
        • Base path: Path to a SharePoint server site, e.g. http://companyweb/ or http://www.my-sharepoint.com/site_int/.
        • Document library rule: Structure for creating SharePoint document libraries. A fixed text may be input (which causes all projects to use the same library) or a rule (see file server rule, above). Creating a separate SharePoint document library for each project has the advantage that the data access permissions can also be defined separately. 
        • Subfolder rule (optional): Path name within a SharePoint document library. If no text is input the master folder of the document library is assumed. If only one SharePoint document library is to be used, it is useful to apply a rule (see File Server, above), since otherwise the documents from all projects would be copied to the same folder.
    2. Click Save & Close in the navigation pane to save the changes.

 Effects of changing storage type, base path or rules: