Creating a Client/Department Folder

In this Article:

If you have the security permissions to do so, creating a new Client/Department Folder is easy. In this article, we'll walk you through that process.

Creating a Folder:

To create a new Client/Department Folder, start by navigating to the Client/Department Folders page:

1. Navigate to the left-hand navigation menu and click Clients/Departments
2. Select Folders

To add a new folder:

1. Click Add Folder in the top right
2. In this new window, enter a Folder Name
3. Mark whether you want to Share this folder (allowing other users to see it)
4. Click Save

You will now see your folder listed under My Folders, Public Folders, or All Folders.