Set up portal folders

We recommend you use folders to keep your portals structured. The quick and easy way to do this is to set up a default folder structure. This folder structure is then automatically applied to each portal. This ensures all portals have a consistent folder structure, which will help you manage the documents. 

You can edit the default folder structure that is applied to a specific portal, if required. For example you may want to add another folder or delete one that is not in use. Similarly, if you do not use a default folder structure, you can add folders to individual portals as required.

You should plan your required folder structure and set it up before you add any documents.

The folder structure you set up is visible to the portal subscribers. Subscribers can also add and delete folders.

Closed​Set up the default folder structure

Settings - Client Portal

  1. Click Settings > Client Portal.
  2. Click Portal Settings.

  3. Click Manage Default Folder Structure.

  4. Click Create Folder.
  5. Type a folder name, for example the year.

  6. Click Save.

  7. Create a subfolder, if required.
    1. Click the new folder to open it.
    2. Click Create Folder.
    3. Type a folder name, for example Financial reports.
      4. Click Save.
  8. Repeat the above steps to create more folders and subfolders as required.
  9. Click the Edit button on the row of a folder to change the folder name, if required.

  10. Click the Delete button  on the row of a folder to delete it, if required.

    If you delete a folder from the default folder structure settings area, it is no longer visible in this area. The deleted folder will remain in existing portals but will not present in any new portals. See the example below.

  11. Click Close.

Example of a default folder structure applied to a portal:

ClosedAdd a folder

Contacts - View, Add and Edit Contacts; Client Portal - View

  1. Click Client Portal.
  2. Click the required portal.
  3. Click the Documents tab.
  4. Click Add Folder.
  5. Type the folder name.
  6. Click Save.
    • Repeat the above steps to add more folders.
    • Click on a folder to open it and add subfolders in the same way.

    • For example, in the images below you can see that two folders were added for Cycle Repairs Ltd (2014 and 2015). The 2014 folder contains three subfolders (Accounts, Reports and Tax).

ClosedDelete a folder

Contacts - View, Add and Edit Contacts; Client Portal - View

When you delete a folder all its sub-folders and files are deleted.

  1. Click Client Portal.
  2. Click the required portal.
  3. Click the Documents tab.
  4. Click the Delete button at the end of the row of the folder you want to delete. 
  5. Click Yes to confirm.
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