NEW: How Do I Copy Folders (Folder Structures) Within Imaging?

At times you may want to Copy a Folder structure (a top level Folder along with its sub-folders, but not including any files/images) within your Imaging database. The most likely reason for doing so is as a time-saving device. As an example, let's say you've created a Folder structure for one of your clients within Imaging that contains the structure of sub-folders you believe will serve well as a template Folder structure for other clients. 

Let's take a look at how that might work. As an example, let's say that at the top level of your Client Documents folder you use "Client Last Name, Client First Name" as a naming convention for your folders:

client_documents_folder.jpg

And, let's say you've been working with client Melissa Crane for some time and have created a Folder structure for her that contains the general structure of sub-folders that you believe will be applicable to your Insurance Clients. So, you want to save (Copy) her Folder structure so that you can use it again and again, without having to recreate it for each new insurance Client you add to your Imaging database.

To accomplish this, you can simply click anywhere on the row for that top-level folder to the right of the folder name (Crane, Melissa) to pull out its Details Panel, click the Duplicate icon, give the folder structure template a name, and then copy the folder structure:

 

Folder_Structure_Template_for_Insurance_Clients.gif

 

 

Note two things in this dialog above where you name your folder structure.  First, note that the Folder structure you will be copying will be blank, meaning none of the Images anywhere within Melissa Crane's Folders will be copied, but rather only the Folders themselves. Next, note that the New name will always default to 'Current Folder Name' (Copy). You can change the New name to whatever you would like it to be (as long as that Name is not already in use at the same level of the folder you're in). In this example, you might want to name the copied Folder structure something like "Folder Structure Template for Insurance Clients", as we did above.

After typing in your new folder structure name and clicking Copy folder, you'll then see this new Folder at the same level as where you began the process:

 

new_folder_structure_template.jpg

 

Going forward, when you add new Insurance Clients to your Imaging database, you can simply follow the instructions above to copy this template Folder, giving it the new Client's Name in the process. Both the "Folder Structure Template for Insurance Clients" and the copy you make of it for your new client will have the same Folder structure as originally copied from the Melissa Crane folder.

Tip: If you have multiple areas that you'd like to copy a Folder Structure to, simply make additional copies within the area you're working, and follow the instructions for moving Folders to move these to other locations.

 

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