Organising your documents and links in practice storage folders within Client Management helps make it easier to access and manage important information quickly.

1. From the tool bar, select File storage.
2. Choose Shared files on the tab.
    TIP: Those with Practice Management role you can access and manage Shared Files.  
3. From the Actions drop-down, Select Create folder.
4. In the pop-up window, enter the Folder name and click Save.
    NOTE: You can't create a folder and a link with the same name they must be labelled differently.
5. When the success window appears, select Close.

Your new folder will now show in the list.

Create a folder for your clients document storage

Create a sub folder inside a parent folder

Understanding user roles in Client Management