With Keystone, you can manage both documents and pictures relating to your contacts, family partners, and houses. You can use the Document Mgmt tab in Affiliate Setup to create folders in batch for organizing these files. For more information, see the Managing Documents and Pictures in Keystone section.
Only the Keystone Administrator can access this tab.
If you choose to create document folders in batch, Keystone will not create new folders for any records in that batch that already have folders set up.
To create folders for a group of contacts, use the Contacts Folders pane that lets you select a category (Category 1 and Category 2). When you click the button, Keystone creates folders for all contacts in that category.
To create folders for a group of family partners, use the Family Partner Folders pane, which lets you create folders for one or more family partnership levels or all families at once. Check the partnership levels for which you want folders, then click the button.
To create folders for all houses, use the House Folders pane. When you click the button, Keystone creates folders for all property addresses that don't currently have one.