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 InitialĀ Folders in the Client Setup section
  • Select the main folder you want to create folders for (Client Shared or Internal)
  • Click on the Add Folder button
  • You can create both top-level and subfolders

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