Profile and Fund Folder buttons (located on the Profile and Fund toolbars respectively) give you easy access to documents and files stored in their associated Windows folders for Profiles or Funds (e.g. copies of correspondence sent, reports, emails, scanned newspaper clippings, photographs, etc.).   You can also store Fund Statements and a scanned copy of the Fund Agreement for easy access.
To start using these folders, follow these instructions:  
  1. Go to Windows Explorer and create a folder on either the server or another shared drive that all of your users can access.  
  2. Create a subfolder under this main folder for your Fund information and another for your Profile information.  (Or just create one folder for Profiles and one for Funds.)  
  3. In FIMS, go to Tools > System Utilities > System Options.  
  4. In the Section column choose Funds; in the Option column choose "Explore_Dir"; then click Browse and navigate to the Fund directory you set up.  
  5. In the Section column choose Profiles; in the Option column choose "Explore_Dir"; then click Browse and navigate to the Profile directory you set up.  
  6. In the Profile module, go to a Profile you want to have a folder for, then click the Profile Folder button on the toolbar (looks like a manila folder). 
    • The first time you click that button for a Profile, a folder will be created as a sub-folder underneath the main Profile folder. 
    • Each time you click on the button, it will open an Explorer window showing you the contents of the folder. 
    • The same happens for the Fund Folders.  
  7. The Grants Module has an additional sub-folder system under the Profile Folder system specifically for Grant Applications. 
    • If you are in Applications, Application History, or Conditions, and you click on the Profile Folder button, a sub-folder will be created for that particular Application. 
    • Store any documents or files submitted for that particular Application in this folder.  
  8. You can save, move, or copy documents and other files into the folders through normal methods as you would for any Windows folder.  Once there, you'll be able to access them easily from FIMS by clicking on the Profile or Fund folder button for a particular Profile or Fund.