You can add folders that will appear in every client record. For example, you may want to store your client invoices and letters in a separate folder. Once you've added the folder, you can then filter which client types the folders should be added to (as described later in this topic).
You can also delete unwanted folders.
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From the cog icon on the top bar, select Settings.
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Select Practice Management.
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From the Folders tab, select Add. Alternatively, select an existing folder and select Edit.
To create a subfolder, select the main folder first, then select Add.
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Enter a name for the folder, then select OK. Repeat for any other folders or subfolders, then select Save.
The folders will now be visible on the Documents tab of each client record.
Filter document folders
You can filter the contents of each folder to ensure the contents can only be viewed by clients who meet specific criteria. For example, you could have a folder for storing documents relating to Companies House that you only want to be visible for clients who are limited companies.
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From the Folders tab, select the Filter icon adjacent to the required folder.
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From Folder filters, select Add filter.
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Expand each section and choose the required field. Select OK.
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Choose the required value, then select OK.
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Select Save.The filter is then applied.
The chosen folder is then added to the Documents tab of clients matching the filter criteria. If you subsequently change the filter so that the folder is no longer visible for certain clients, the folder will remain if it contains any documents.
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