Open CAPPS

Create a folder

Version 2026.11 Reading time: 4 min Permission required: Create and edit

A folder groups all the documents of the same business for a customer: quotes, orders, invoices and payments. You create it with the New Folder wizard or from a document already entered.

Before you start

  • Folders are a subscription option. Without this option, the Folder button does not appear and CAPPS shows “The Folders module is not included in your company's subscription.” if you try to open the wizard.
  • Creating a folder requires the Create and edit permission. In Read only mode, CAPPS shows “Read only: you do not have permission to create or edit.”
  • The activities offered by the wizard are your activity domains. You can add some from the wizard with the Activity Domain button.

Create a folder with the wizard

  1. In Sales Management, click Folder (tooltip + Folder). On a narrow screen, use New then Folder.

  2. Activity step: click the card of the activity concerned. If you do not want to classify the folder now, click Skip step.

  3. Sub-activity step: choose a sub-activity or click Skip step. This step is skipped if the activity has no sub-activity.

  4. Customer step: search for a customer in Existing Customer, or enter a new customer by choosing Individual or Professional.

  5. Click Create Folder. CAPPS assigns a number to the folder and opens its dashboard.

If no activity domain is set up, the wizard opens directly on the Customer step. A new customer entered in the wizard is added to your customers. You are the folder's sales rep by default.

Required customer fields

  • Name, email (in the right format), phone, address, city, postal code and country.
  • Business customer in Morocco: 15-digit ICE. Business customer outside Morocco: VAT number.

If a field is missing, CAPPS refuses the creation and shows “Required fields:” followed by the list of fields to complete. Complete them, then click Create Folder again.

Convert a document into a folder

You already have a quote, an order or an invoice for this business: create the folder directly from that document.

  1. Open the document's Dashboard from Sales Management.

  2. In the actions, click Transform Into Folder.

  3. Confirm the message “Are you sure you want to transform into a folder?”.

  4. The message “Successfully transformed into a folder” appears and the new folder opens, with the document already attached and the same customer.

The Transform Into Folder button does not appear if the document is already in a folder or if its customer is deactivated. A quote's Transform menu also offers Create a folder: see Convert a quote into an invoice or an order.

Find a folder

  • In Sales Management, choose the Folder type, then use the row's Dashboard (window) or Open board (full page) action.
  • In a customer's history, open the Folders tab.

Next steps: Add quotes, orders and invoices to a folder and Track a folder's progress.