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 Templates on the left navigation
  • Click on the Default Workspace tab at the top of the page
  • Select Folders from the list
  • 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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