Folder hierarchies

Managing themed record and document folders

Folder hierarchies

Storing their operation-related records in a well-organised and easy-to-use form is a basic requirement for any company. To facilitate that, CRAFT can store records not only in bulk form, where retrieval options are limited to some key information, but also allows arranging records into folders. At the highest level of this folder structure there is a folder linked to the partner. In addition to that, a product folder can be created for any products (goods, services, credit, insurance etc.) purchased by the partner. These product folders can then be tagged using the product’s main in-company identifier allowing easy referencing in all situations. It is also possible to create more folders with different themes (project folders, complaint folders etc.). A record or the procedure launched to handle it can belong to multiple folders at the same time. Folders can contain subfolders.


  • Customer folders to collect all product folders associated with a customer
  • Product-based folders for the records related to products purchased by the customer
  • Complaint folders to hold complaint records
  • Folders to collect records related to cases under legal dispute
  • Project folders to manage all records of specific projects
  • Supplier folders to store basic supplier details and to collect procurements
  • Marketing folders to arrange marketing campaign documents
  • Procurement folders to store records related to specific procurements
  • HR folders to manage employee records at the appropriate security level (GDPR)
  • Tables of contents categorised by folder type
  • Different company-defined fields for each folder type
  • Strict control of folder access based on user rights


During administration or when retrieving documents, the simultaneous display of linked records and cases makes it easier to navigate between records.

Ability to set up folder types appropriate for a given use, complete with custom fields and custom table of contents structure. The system can be customised also by the company’s own specialists.

Records can be categorised by functional area, according to the professional needs of the given area.

General features

  • Bespoke solutions
  • Reliable systems tailored to the needs of financial institutions
  • Processes and data content can be designed by the principal
  • Solutions working closely with other systems used by the company