In this Article:
Here we'll discuss how to view and manager Client/Department folders from the Client/Department Folders tab.
In this tab, you will see the folder that the chosen Client/Department belongs to.
To assign your Client/Department to a new folder:
- Click the blue Assign to Folder button
- Click on the Choose a Folder dropdown and make your selection
- Click Save
The small padlock icon indicates whether or not the folder is Public or Private.