Working with Workflowmax and SuiteFiles

When you’re in WorkflowMax (WFM) and you click on the Documents tab for either a client, a job or a quote the system will interrogate SuiteFiles looking for a client folder with the same name (in the case for a job it looks for a folder structure that is Client Name > Jobs > Job Name; for quotes it is Client Name > Quotes > Quote Name) and then displays the files stored in SuiteFiles in this location.

Manually Selecting the Client Folder

Sometimes the client in WFM doesn’t have a corresponding client folder in SuiteFiles with the same name. You can manually set this by clicking the highlighted link

Then selecting the appropriate folder from the list and clicking Save.

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