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. From the main screen, select the Templates tab at the top
  2. On the left side of the screen, select Resources
  3. Next, you will select Add Folder in the upper right corner

  1. Enter a name for the folder and select Save

  1. Once the folder is created, you can add files to the new folder
  2. Select the three dots in the bottom right corner of the document you are trying to move and choose Edit

  1. Once the edit screen opens, you can change the name of the document as well as select the folder you want to add it to

Once you have the folders created, you can open a folder and choose upload a file there to automatically add it to that folder. If you add a new resource into the main resource bank, you will have to then edit (instructions above) to add it into a folder!

Creating folders for client files

The following steps can be used to create folders to keep your clients files organized

  1. Select the client profile you want to work with
  2. Once in the client profile you will select the Files tab

  1. From the files tab you can now follow the steps above to move your clients files into folders.