Add document folders

To help you organise client documents, you can add folders to the Documents tab. This helps to organise documents and make them easily accessible.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.
3. Select the Documents tab.
4. Select More actions, then Add folder.
5. Enter the name of the folder, then select OK.
6. Repeat to add more folders.

To move documents into the new folder

1. Select the relevant documents.
2. Select More actions, then Move to folder.
3. Select the relevant folder and then Move.

To edit an existing folder

1. Select the relevant folder.
2. Select More actions, then Edit folder.
3. Adjust as required, then select Save.