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XTRF Home Portal Configuration menu

Directories

In this section, you can manage the folders for XTRF files on your local server.

Only on-premise clients can edit the Directories section. For on-cloud clients, this section is only for informational purposes.

DirectoriesP1.png

The path to directories is displayed in the Definition column.

The Directories section consists of six tabs:

  • Project Directories.

  • Client Directories.

  • Vendor Directories.

  • Quote Directories.

  • Workflow Directories.

  • All Directories.

You can manage all available folders in the All Directories tab or go to another tab to manage prefiltered directories.

In each tab, you can:

  • edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.

  • click the Add button to create new folders. For details, see the Add a files directory on a local server guide.

  • click on a directory to open its page. Click the Edit.png icon to open it in edit mode.

  • click the Bin.png icon to delete a directory.