Create a sub folder inside your main folder

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

1. From the File storage tab, open the folder where you want to add a new subfolder. 
2. From the Actions drop-down, Select Create folder.
3. 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.
   
4. When the success window appears, select Close.

Your new folder will now show in the folders list.

Create a folder for your practice document storage

Create a folder for your clients document storage

Understanding user roles in Client Management