HELP - TREE - DIRECTORY

The main directory comes with the following:

1. "Tree" Excel workbook file (.xlsm = Macro-Enabled)

*This is the main workbook and the one to begin with 

2. Various subfolders (each discussed below)

 

RULES:

1. Do NOT re-arrange OR re-name any of the subfolders or their contents.
2. Do NOT move the main Tree Excel workbook from its location in the directory.
3. You CAN re-name the Tree Excel workbook.
4. You CAN move the ENTIRE directory to any location on your local computer as long as the Tree directory structure stays in tact in that location. The only exception is saving it onto a cloud drive (i.e. OneDrive).
5. You CAN add additional subfolders to the directory.

 

BACKUP SUBFOLDER:

Contains the templates of other Excel workbooks used (i.e. Research, Profile, and future Add-On workbooks). These templates will be accessed from the main Tree workbook. You should NOT directly access any of these files. 

 

MEDIA SUBFOLDER:

Contains (4) additional Subfolders:

1. "DEFAULT PICTURES" = Contains the default image files used for the Male and Female silhouettes and a Tree icon file that can be used to customize the manila folder icon. You CAN replace the silhouette files but otherwise you should not access this folder. See DEFAULT PHOTOS and FOLDER ICON for more details.

2. "FLAGS" = Comes with (82) common country flags that are inserted onto certain charts. You CAN add, remove, or modify these flags.  Any flag file in this folder MUST be a ".PNG" file type. See FLAGS for more details.

3. "PROFILE PICTURES" = Comes empty.  When a profile picture is added to a person in the Tree workbook, a COPY of the file selected will automatically be made and saved to this folder. The filename will be the person's ID and name and should not be changed. See PROFILE PHOTOS for more details.

4. "SURNAME PICTURES" = Comes empty.  In versions 1-3, you could add an Image that would be associated to specific surnames (i.e. a Coat of Arms).  However this feature was removed in version 4 making this subfolder obsolete. 

 

PROFILES SUBFOLDER:

This subfolder comes empty besides (1) additional empty subfolder called "~ PDF PROFILES". When you create a Profile workbook for a person a copy of the Profile workbook template in the BACKUP subfolder is made and saved into this subfolder. The files will automatically be saved with the person's ID and name. Do NOT rename these files when created.

You can open these Excel workbooks from the Tree workbook OR open them directly. See PROFILE WORKBOOK for more details.

 

RESEARCH SUBFOLDER:

This subfolder comes empty. When you create a Research workbook for a person a new subfolder is automatically made with with a person's ID and name. A copy of the Research workbook template in the BACKUP subfolder is then made and saved into this new subfolder. Copies of any media files linked to sources associated to that person will also be made, indexed, titled, and saved to this subfolder. Do NOT rename any of these files or folders when created.

You can open these files from the Tree workbook OR open them directly. See RESEARCH WORKBOOK for more details.

 

SOURCES SUBFOLDER:

This subfolder comes empty and is new with version 4.0. When you add a source in the Tree workbook AND link a media file to that source, then a copy of that media file will automatically be made, indexed, and saved to this subfolder. Do NOT manually rename these files when created.

You can open these media files from the Tree workbook OR open them directly. See SOURCES for more details.