Auto-folders

Why this matters

ZaazCRM automatically creates a folder structure for every contact, company, and case. You don't have to "New folder for García" — when you create contact García, their folder already exists. When you open a case, the case subfolder is created too.

This guarantees every file follows the same tree: if a colleague hands you an account, you know exactly where their documents are.

The canonical structure

Contacts/
  └── García, María (CON251)/
        ├── Cases/
        │     └── Support CAS118/
        │           ├── Customer attachments/
        │           ├── Internal replies/
        │           └── ...
        ├── Quotes/
        ├── Invoices/
        └── Contact documents/

Companies/
  └── Acme Corp (COM042)/
        ├── Contracts/
        ├── Commercial proposals/
        └── ...

The exact tree may vary by company configuration.

When they're created

• Contact folder: when you create the contact.
• Case folder: when you create the case.
• Default subfolders: per the configured template.

Why you shouldn't create your own folders in "weird" places

1. Your colleague can't find your files.
2. Reports break — some reports count files per canonical folder.
3. Automations break — some workflows look for files in canonical folders.

Follow the structure. If you need extra organization, create it as subfolders inside the canonical ones.

Rename and move

• Renaming the contact renames their folder.
• Renaming the case renames its subfolder.
• Don't move auto-folders manually.

Watch out for

• Don't delete an auto-folder. ZaazCRM may create it again but you lose the files.
• Documents in other modules also have their own structures. Don't move them between structures.
• Spaces and special characters can cause problems with WebDAV.

Where to next

• OnlyOffice — edit Office in the browser.
• WebDAV — mount the tree on your desktop.