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Client/Department Folders Tab
Updated over 2 months ago

In this Article:

Here we'll discuss how to view and manager Client/Department folders from the Client/Department Folders tab.

Folders Tab:

In this tab, you will see the folder that the chosen Client/Department belongs to.

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To assign your Client/Department to a new folder:

  1. Click the blue Assign to Folder button

  2. Click on the Choose a Folder dropdown and make your selection

    folder23.PNG
  3. Click Save

The small padlock icon indicates whether or not the folder is Public or Private.

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