File Manager

• How to download or move multiple files at one time

  Users can bulk move or download files from the file manage as follows: Go to the File Manager tab When you mouse over a file (from Folders, Buckets or Recent Files) you will see a check box appear to the left Click in the checkbox(es) to select the files you would like to download or move to a s...

• How to send documents for e-signature

• How to set up a default folder structure

  You can create a default folder structure that will be added to the workspace when a new client is added. Go to Setup & Settings on the left navigation Click on the Initial Folders in the Client Setup section Select the main folder you want to create folders for (Client Shared or Internal) C...

• How to Toggle Between Folder view and List View in the File Manager

  Learn how to toggle between the folder view and list view in the File Manager and how to sort and preview files efficiently. By following this guide, users can enhance their file management experience, making it easier to locate and interact with important documents.

• *How to view, download and manager files & folders from the File Manager

  The Client Hub File Manager Offers the flexibility to download single documents, download documents in bulk or download folders. Accountant users also have the option to rename documents and organize them into folders. Follow the instructions below for your desired action. To toggle between the ...

• Understanding the Client Hub File Manger

  The Client Hub File Manager A simple way to organize, share and store files to share with your client and your team.  The file manager is broken down into several areas: Folders Client Shared Folder - Files in the folder/subfolders can be accessed and downloaded by all users that have access t...