How client folders work
How Uku builds a folder tree for every client, where the files are really kept, and who can see and change what.
Documents
Every file your firm holds for a client lives in one folder tree. Design the structure once as a template, and every client gets it. To connect the storage the files are kept in, see Connect your document storage.
All articles
Section titled “All articles”Folder structure templates
Design one folder structure for your whole firm, assign it to clients one at a time or in bulk, and change it safely later.
Browse and manage a client's documents
Find, preview, upload, rename, move, download, and delete a client's documents from the Documents tab.
Send documents for digitisation
Send a client's supplier invoices, receipts, and bank statements to your digitisation service by email, and check what came back.