All kind of information can be added to folders. Examples of common used folders are service, support, sales, tenders, projects, visits, invoices. Folders are always linked to one or multiple contacts. First thing to do is, creating a new folder: menu item New -> Folder or directly in a contact’s archive, by clicking on the ‘+’ button in the left folder section. Beware that if a new folder is created, it belongs to the contact that is currently on your screen!

 

A folder link can be made in several ways:

  1. In your inbox: via right click (two fingers trackpad click) when on the message and select ‘Folder link’. All created folders for this contact are mentioned and can be linked and unlinked via the arrows in the center of this screen. Or drag and drop the message directly to a destination folder in the left folder section.
  2. In your archive: via right click (two fingers trackpad click) when on the message and select ‘Folder link’. All created folders for this contact are mentioned and can be linked and unlinked via the blue and red arrow. Or drag and drop the message directly to a destination folder in the left folder section.

Watch this tutorial in which we explain how to create and to use folders in SpinOffice in order to organize your archive and to save time retrieving information.