A good folder structure is essential to stay organized and find your information faster. In Rentman, you are free to set your own folder structure in the Equipment, Contacts, Crew members and Vehicles modules, like this:

mceclip0.png 

We advise setting up a logical and consistent folder structure in each of those modules before you start adding or importing your data.

If you are importing equipment or importing contacts, you must choose the right folder for each item or contact in your import file. Rentman will then automatically place them in the right folder, and will also create folders if they don't exist yet.

Add a new folder

Root folder Subfolder
  1. In one of the modules, click folder All folders expand_more (or the folders you have already selected) in the top left of your screen.
  2. In the folder menu, click on settings.
  3. In the top right corner, select + Add root folder.

A new folder is added. Click  Save  keep your changes. 

Edit or delete a folder

Note: You cannot delete a folder if it still contains equipment, contacts, crew members or vehicles.

  1. In one of the modules, click folder All folders expand_more (or the folders you have already selected) in the top left of your screen.
  2. In the folder menu, click on settings.
  3. Next to a folder of your choice, click on edit or delete to either edit or delete the folder.

When you're done, click  Save  to keep your changes.

Sort and move a folder

  1. In one of the modules, click folder All folders expand_more (or the folders you have already selected) in the top left of your screen.
  2. In the folder menu, click on settings.
  3. Use the six dots to drag the folder to another location.
    mceclip2.png
  • When moving a subfolder to a different main folder, the main folder should be opened
  • When moving a folder next to another folder, the other folder should be closed.

When you're done, click  Save  to keep your changes.

Pin folder 

In order to make sure that you can make optimal use of your screen size, your folders are by default folded in, and can be find at the top of your screen.

However, if you prefer to have your folders display next to your equipment, you can pin them. 

  1. In one of the modules, click folder All folders expand_more (or the folders you have already selected) in the top left of your screen.
  2. At the top of the folder menu, click on lock_open  
  3. If you want to remove the pin, click on close  

Folder structure examples

Equipment

mceclip3.png

Contacts

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Crew members

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Frequently asked questions

Do I need to create a separate folder structure for each of the four modules?
Yes, you need to create separate folder structures for the Equipment, Contacts, Crew members and Vehicles modules.
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