Document folders

Watch a video tutorial on creating document folders here

Document folders are used to organise your client documents. Folders can be created for individual clients, or for all clients in your practice. You can also have folders show on the client portal.

• Add practice-levelfolders for all clients

  • Add subfolders

• Filter practice-level folders

  • Filter practice-level folders

• Add document folders for individual clients

• Drag and drop folder structures from your computer

• Move documents

• Add document folders to practice documents

Add practice-levelfolders for all clients

1. Go to Settings > Practice details > Folders and select Add.

2. Enter a name for the folder, then select OK.

3. Select Save.

This folder will show for all clients, under the Documents tab on each client page.

Add subfolders

1. Go to Settings > Practice details > Folders and select the folder you want to add subfolders to.

2. Select Add and enter a name for the subfolder.

3. Select OK to finish.

You can continue to add subfolders to any folders, and the whole structure will be displayed.

Filter practice-level folders

Any practice-level folders can be filtered by selecting the funnel . Filters ensure that folders only show for clients who fulfil specific criteria.

1. Go to Settings > Practice details > Folders.

2. Choose the folder you would like to filter and select the funnel.

3. Select Add filter and choose a filter to apply.

4. Select OK to finish.

The funnel shows as green for any filtered folders.

Add document folders for individual clients

Folders added against individual clients will only display for that specific client.

1. Go to a client record and select the Documents tab. You will be able to see any of the practice-wide folders you have added, which display for all clients.

2. Select More actions > Add folder.

3. Enter a folder name and select OK.

Drag and drop folder structures from your computer

You can drag and drop whole folder structures directly from your operating system onto the client Documents tab.

1. Select the folder from your file browser and drag it on to the Client record.

2. Select the visibility for the documents you are uploading.

3. The whole folder structure is imported onto the Documents tab of the client record.

Move documents

There are two ways to move a document:

• Select the document, then drag it onto the folder you want it to move to.

• Select the document, then go to More actions> Move to a folder/job.

Add document folders to practice documents

1. Go to Documents > Practice documents > More actions > Add folder.

2. Enter a folder name, then select OK.

This folder will display in your practice documents.