Do you use Dropbox to save multiple documents for the same customers? Maybe you save all of your documents in a single Box folder? Good news! We’ve just launched a feature to each of our file storage delivery options that allows you to automatically create new folders on the fly.
This is a pretty powerful that is going to allow you to easily organize your documents into different folders based on your merge data. For example, let’s say you have a number of documents that you are generating for a specific customer and you want to put them in a unique folder for that customer. With this new feature, you’ll be able to use the name of the customer as the folder name and we’ll automatically put the documents in that folder.
To use these unique folders (technically subfolders), you’ll find the option under the More Options section of the Delivery settings. You can either use a single merge field, or you can combine multiple fields by choosing <<Other>> and typing in those fields manually. Example below:
Once you have that setting ready to go, you’re done! It’s that simple. Let us know if you have any questions or run into any problems along the way.