How to organize documents in custom folders?
Keeping your documents organized helps you and your clients easily find important files when needed. With custom folders, you can group related documents together and maintain a clear, structured document library.
Steps to Create a Custom Folder
Follow these steps to create a new custom folder:
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Navigate to Settings in your account.
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Go to the Folders section under Client Portal.
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Select Add Folder.
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Enter a name for your custom folder.
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Click Save to confirm your changes.
Your new folder will now appear in the folder list, ready to be used for document assignment.
Use clear, descriptive folder names (for example, Invoices, Tax Documents, or Reports) to make it easier for both you and your clients to locate files quickly.