How to set file folder locations

Owned by Mike Nelson (Unlicensed)
Last updated: May 27, 2020 by Timothy Hitchcock
1 min read

This illustrated example uses the Invoices* folder. The steps can be used for any folder.

Default folder locations are found here: Menu bar > Settings > Options > Folders

View folder location

  • Right-click inside panel Project Sub Folders > Folder 1:

  • Hover over menu item Clear Default Location for >

  • View current default sub-folder location: “ProjectFolder1\Invoices\” . . . or (not set)

Set folder location

  • Right-click the Invoices* sub-folder.

  • Hover over menu item Set Default Location for >

  • Select sub-menu item Invoices* to designate that folder for invoices.

Validate folder location

Ensure the Invoices* folder exists in these locations:

  • Settings > Options > Project Sub Folders > Folder 1:

  • Project > Documents > Folders

Set option: Auto-Create Folders

Crows Nest can create a folder for each invoice so you can access them here:

  • Project > Documents > Folders > Invoices*

Turn on by checking the [Auto] box for Invoices* here:

  • Settings > Options > Folders > Auto-Create Folders

Example for “Invoices” @ Settings > Options > Folders