Automatically translated from Dutch. Some wording may be inaccurate.
Regelneef archive
When using the cloud version of Regelneef, enable the Regelneef archive here. An extra archive tab then appears in the details screens for employees, clients and other records.
If an external archive is already configured, use Convert external archive to Regelneef archive. Once you have confirmed that all data is available in the Regelneef archive, disable the external archive by clearing all 'Show external archive for' options. While both archives are enabled, the Regelneef archive is used by features such as the scan distributor and passport-photo display.
Archive size
The total archive size is shown in MB and number of files. Some files may be in the recycle bin. To remove them permanently, click Empty the bin.
Bulk download
This lets you make a full or partial local copy of files in the Regelneef archive, including the folder structure.
Proceed as follows:
•Select the tab for the type of records you want to download
•Click Search for records with files. This may take a while. Afterwards, only records containing documents are shown.
•Click Download all to select a destination and start downloading. A separate subfolder, based on the record's name, is created for each archive. Large document collections may take considerable time and require sufficient storage space.
•Alternatively, select individual records and click Download.
External archive
For each part of the application, choose whether to use an External archive and specify its base folder. Once configured, an External archive tab appears in the corresponding details screens.
Each type of record using an external archive needs its own base path. This base path must be accessible to all users with read and write permissions. For example:
Clients: V:\Regelneef\Klanten
Employees: V:\Regelneef\Medewerkers
For example, if a consultant enters an employee named 'Anton Voorbeeld' and creates a file folder in Regelneef, the folder 'V:\Regelneef\Medewerkers\Voorbeeld, A' is created. Files in this folder and its subfolders are shown in that employee's details. Files can also be added through Regelneef.
Use Collapse folder when it has more files than to keep large file lists manageable.
Use Never collapse main folder to keep files in the root visible even when subfolders are collapsed automatically or using the collapse button.
The path can depend on the Windows username. If the code {WINUSER} appears in the path, Regelneef replaces it with the Windows username at runtime. This is useful for synchronised Dropbox or OneDrive files. For example, use c:\users\{WINUSER}\DropBox as the central path.
See the tips below for other ways to use a dynamic base path.
Tip
To avoid depending on mapped drives, use a UNC base path, for example \\servernaam\bestanden\Regelneef\Klanten.
Different base path per affiliate
Base paths normally apply to all affiliates in the database. You can vary them per affiliate using the File folder field in affiliate details (Tables → Affiliates). Include the code '{FILIAAL}' in the base path under Maintenance → Settings to insert that field's value.
For example, two affiliates may have separate roots:
V:\Regelneef\Filiaal_Een\Klanten
V:\Regelneef\Filiaal_Twee\Klanten
Enter 'Filiaal_Een' and 'Filiaal_Twee' in the affiliates' File folder fields under Tables → Affiliates. Then set the client base path under Maintenance → Settings to:
V:\Regelneef\{FILIAAL}\Klanten.
Regelneef then constructs the correct path using the affiliate linked to the client.