Standard folders

Most teams file documents the same way for every customer: contracts in one place, invoices in another, site visits somewhere else. Standard undermapper is that list, set once for the whole workspace.

Set them up in workspace settings, under Dokumenter og SharePoint. Legg til mappe, give it a name, and choose which records it should appear on. A folder can appear on more than one: a folder used for both the customer and its subscriptions is offered in both places and is still one folder, so nothing is filed in two places at once.

Nothing is created until something goes in it. The list is a plan for where documents belong, not folders that already exist. The first upload into a folder creates it, so a folder nobody ever files anything in never appears in your storage, and a workspace with a long list does not end up with a long list of empty folders inside every customer.

Filing a document. On a record's documents, pick where the upload should go before you add the file. Hovedmappe puts it straight in the record's own folder, which is where everything went before you set any of this up.

Filing into a folder needs SharePoint or OneDrive. On other storage systems the list is ignored and uploads go to the record's own folder as before.

Changing the list never moves anything. Renaming an entry means new uploads go somewhere new; the old folder and everything in it stays exactly where it is, and removing an entry only stops it being offered.