Some selected forms have Snapshot function.
Using the snapshot function, a local folder (subject) containing the snapshot of the associated sales cases, documents or contacts can be created from the record concerned. The project folder captures all cases including the most important assignments (contacts, documents etc.). The "snapshot" function also represents the folder structures adequately in the file system.
In the file system, a folder is created if the function encounters a "document" identified as "new folder" or a document of the "Folder" type (old folder picture).
In the standard, the export of the type / classification folder is switched off by means of function parameters.
If a document contains subordinate documents, the parent document is stored in the file system as a file, and its subordinate documents in a folder with the same name.
The snapshot of a sales case, a marketing action or a service case contains all associated activities whose comment field (Note or Note/Report) is not empty.