The following table summarizes the folders that are automatically created when you create items in TeamConnect.
Certain folders are created automatically, the first time a user accesses the folder, rather than when the item itself is first created by a user. This helps keep the database clear of unnecessary folders.
Automatically Created Document Folders
New item created in TeamConnect |
When folder is created |
Path of automatically created folder |
How folder is named |
Folder contents |
User |
When users first access their personal folder by selecting Documents from the Go to list |
Top Level/Users/UserName For example: Top Level/Users/Jack |
Username (login name) specified in user account |
Folder is empty upon creation. After the folder is created, it may contain documents uploaded by and subfolders created by the user. |
Custom object (including Embedded objects) |
Upon creation of the custom object |
Top Level/System/Object Definitions/ObjectName For example: Top Level/System/Object Definitions/Case |
Name of custom object as defined in the object definition |
Folders for files needed for the object's design, including: •Document Templates •Rules •Screens •Template Folders For custom objects, the folders for Involved are stored here, if they are defined for the object. Note: Embedded object folders do not contain any of the subfolders listed above except for Screens. |
Involved Object |
Upon creation of the Involved Object |
Top Level/System/Object Definitions/CustomObjectName/InvolvedName |
Name of Involved object as defined in the object definition |
Folders for files needed for the Involved object's design, including the following: •Document Templates •Rules •Screens •Template Folders |
Record created without Template files or folders |
When a user first opens the record's Attachments folder by opening the record's Documents tab |
Top Level/Attachments/ObjectName/RecordName For example: Top Level/Attachments/Account/Jones_Account_0402 |
•System object records—named using the record's name and its primary key •Custom object records—named using the Unique ID of the record, according to the settings in the object definition |
•Folder is empty upon creation. •After the folder is created, it may contain any documents uploaded, or folders created, that are attached to the record by being added through its Documents block. |
Record created with Template files or folders |
Upon creation of the record. |
Top Level/Attachments/ObjectName/RecordName/FolderName (or FileName) For example: Top Level/Attachments/Account/Settlements_Account_0402/TaxForms |
•Upon creation, the folder includes files or folders that are automatically attached to the record because they are included in the Template. •After creation, the folder may contain any documents uploaded or folders created through the record's Documents block. |