Intro Files

Files stores and manages internal company files. You will find a separate home directory on each customer contact and project card system with similar functionality.

The file area is java based therefore; a java application should be running on your PC when you use it (Java is usually installed on most PCs.).

If you do not have Java installed, then you need to download it from Remember to remove the “Ask Toolbar” from the installation before proceeding!

You will find the following sub-modules under Files;

File explorer: where you store internal company files.
Document templates: where you can create templates that can be used in conjunction with e-mail dispatch.
Catalogue structure: where you can create custom directory structures on the file directories (the same function can be found under Administration – Settings – File Explorer – Catalogue Structure).