Client/Department Folders Tab

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.

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
3. Click Save

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