How client folders work
How the Documents app gives every client a folder tree, decides what clients and members see, and files each new file.
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 your firm's folder template: folders, who sees each one, where each kind of file goes, and how a save reaches every client.
Browse and manage a client's documents
Find, upload, file, move, and delete a client's documents, and change who can see a folder for one client.
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.