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Views and folder structures

Former Member
Former Member
Hi,
Can anybody help......I have 150 templates across 5 departments. Client Files,  Project Files, HR, Forms, General Admin.
When the templates come into M-Files they are all in one big list. Is there any way I can set up views that show the 5 different departments and the templates within that.

For instance in Client Files I have 100 court documents that are from the Family Court, the Magistrate Court etc. so I have an Initiating Application template for each court. I want employees to go to Court Documents, Applicants, Respondents etc. to grab the template quickly. I know M-Files is not files and folders but it is how the majority of staff work. Or is it easier to just add an FC and MC to the naming function.

Otherwise can anyone give me any tips on how to set views up that incorporate this type of system?
Any help much appreciated! :)
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  • Former Member
    Former Member
    Thanks Karl that was a great help!! Am back on track...luckily I have not got too far so back-tracking is easy right now.

    Also does this mean that once the card is populated for the type of court document chosen that these properties will only need to be input once and it will populate all the documents. For example, if I have one card for Applicant and six associated court documents then they should all populate based on the info from the class card Applicant??? and same with Respondent etc.

    :)
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  • Former Member
    Former Member
    Thanks Karl that was a great help!! Am back on track...luckily I have not got too far so back-tracking is easy right now.

    Also does this mean that once the card is populated for the type of court document chosen that these properties will only need to be input once and it will populate all the documents. For example, if I have one card for Applicant and six associated court documents then they should all populate based on the info from the class card Applicant??? and same with Respondent etc.

    :)
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