Folder Management

EasyBilling provides a default folder named “Document” to get you started. To organize your files more efficiently, you can create additional folders in the “Settings > Folder Management” menu.

Organizing Your Documents

From the Folder Management menu, you can easily add, edit, or remove folders. Use the arrow buttons to move folders up or down, allowing you to reorder your folder list to your preference.

Customizing and Securing Your Folders

EasyBilling gives you several powerful options to customize and protect your folders:

• Color Icons: Assign a different color icon to each folder for easy visual identification.
• Sub-Folders: Create a single level of sub-folders under a main folder for more detailed organization.
• Document Restrictions: You have the option to restrict which types of documents can be stored in a specific folder.
• Password Protection: To protect a folder from unauthorized access, you can set a password.
• Archiving: If a folder is no longer in use, you can archive it to hide it from your toolbox without deleting its contents.

Both the password protection and archiving options are available when you edit a folder.