Folder Organization

There is the ability to organize all of your resources and your clients files by creating folders within the template bank and client profiles.

Creating Folders for Resources

1. Go to the main Templates tab and click on the Resources side option.

   

2. Click Add Folder in the upper-right corner.

   

3. Enter the folder's Name and check the box if you want it to be copyrighted.

   

4. Once you click Save, the new folder will now be added to the gallery.

5. Choose an existing document to add to this new folder. Click on the three-dot menu of that document, and select Edit.

   

6. From the Folder dropdown, choose the name of the new folder. You can also change the Document  Name for this folder location as well.

   

7. You can also upload a file within a folder. Open it and click on the Upload File button in the upper-right corner.

   

8. Fill out the necessary details in the Upload File modal and click Save.

   

Creating Folders for Client Files

1. Go to the Clients List and choose a client you want to add a file folder to.

   

2. In the Client Journey, go to the Files tab.

   

3. Click on the + Folder button on the upper-right corner.

   

4. Enter a Folder Name and check the conditional boxes that you want to apply.

   

5. Click Save to add this to the File Gallery.
6. To transfer or upload a file in the folder, click on it to open.

7. Click on the Upload File button.

   

8. Fill out the necessary details in the modal.

   

9. Click Save to upload the file in the folder.