To create a new client folder:
Navigate to the “Client Files” section of the application.
Click “New Client” in the top left corner.
Name the folder
Select forms and documents: choose from a Document Package, Form Library, Clone an existing folder, or Upload a document
Each document you choose will appear in the “My Selection” box.
Check “Link the data in these documents” to save you time from entering multiple repeated fields
To create a new client sub-folder:
1. Navigate to the “Client Files” section of the application.
2. Select the folder you wish to edit.
3. Click "Folder" button on the tool bar.
4. Follow steps 3-7.