Create a folder for your clients file storage

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

1. In the Clients and prospects tab, click the client you want to view storage for.
2. Select File storage on the tabs.
3. From the Actions drop-down, Select Create folder.
4. In pop-up window, enter 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 practice document storage

Create a sub folder inside a parent folder

Understanding user roles in Client Management