Smart Folder Creation

The Smart Folder is a tool that automatically organizes your documents. Easily sort specific documents by using various rules you create. The Smart Folder will pull the associated documents into a single folder that matches the criteria. Smart folders can be filtered by trading partner, documents type, buyer name, documents status, document date, shipment date, or priority. 
 

1. Right-click on Smart Folder, and select New Smart Folder.
2. Name the folder.
3. Choose Exclude Archived Documents, if applicable.
4. Select from the dropdown to apply the following rules: 
   -Inbound (received documents) 
   -Outbound (sent documents) 
   -Inbound/Outbound (both sent and received documents)  
5. Select the rule type(s) to filter by (choose all that apply): 
   -Trading Partner 
   -Document Type 
   -Buyer Name 
   -Document Status 
   -Document Date 
   -Shipment Date 
   -Priority 
    
6. Once the rule type(s) have been selected, select the next field dropdown (Is or Is Not). This applies to the selected rule criteria (Is-include, Is Not=exclude). 
    
7. Select the option to organize the chosen rule from the next dropdown. 
    
8. If you want to create an additional rule for this folder, select Add New Rule and follow the same steps. 
    
9. Click Save to create the folder in the Smart Folder list. 
    
10. To edit any Smart Folder, right-click the folder you wish to change and select Edit Smart Folder. 
     

Note: Documents are not moved out of their original location when you create a smart folder; they are simply mirrored in the smart folder. If you delete the smart folder, documents will not be deleted. Only the folder in which they are filtered will be deleted.