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.