For System Administrators
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ADMINISTRATION > TABLES > FILE SYSTEM
see also
The File System is used for organizing both tasks and documents. It is analogous to the way manila folders would be structured in a traditional file cabinet. You can customize the file system for your organization by adding new folders as needed, and dragging and dropping folders to create a hierarchical structure.
The file system is used for managing tasks, documents, and for reporting. For example, you may wish to only work with financial activities on a given day. You can filter tasks by folder, as well as create reports grouped or filtered by a given file folder. Likewise, documents are organized by folder in the file cabinet.