Default Folder Structures
In Plannr, Folders are used to organise client or case documents. While you can make new folders on a specific case by case basis, you can also set up the ability to have default folder set ups for different types of clients/cases.
Go to the Settings menu
Select Default Folders
From here you can see all current Folder Structures that are active. Sliding the Show Archived tab shows you any that are currently inactive.
You can only have one active Default Folder Structure for each type of client at a time.
Select Add New Folders
Select whether this folder structure should apply to a case, client or plan. After choosing one of these options, additional options appear asking if this should apply to a specific type of case/client/plan or all types.
Type in the desired folder name and hit Add Folder. You can add as many folders as you like and you can drag folders within another folder to make a sub folder (as seen in the screenshot below).
When all folders have been made, select Save.
These new folder structures will now be applied to all Newly Created clients.
You can make more folders for other specific client types, or for all clients in general. Any folder structures for specific clients will Overwrite the folder structure of general clients.
You can edit your Default Folder Structures at any time by clicking on the Folder Structure you want to edit
You can Archive or Delete a folder structure at any time by going to the Actions tab at the top.
You are able to make the folders for Cases, Plans and Conversations visible to clients via the Client Portal. To do this, go Default Folders in Settings, and select yes to showing pseudo folders on the client portal.
Please Note: Switching this on means that ALL documents in these folders will be visible to clients. If there are any documents that you do not want to share you will need to create a separate folder without the read / write permissions.
Setting Up Default Folder Structures
Go to the Settings menu
Select Default Folders
From here you can see all current Folder Structures that are active. Sliding the Show Archived tab shows you any that are currently inactive.
You can only have one active Default Folder Structure for each type of client at a time.
Select Add New Folders
Select whether this folder structure should apply to a case, client or plan. After choosing one of these options, additional options appear asking if this should apply to a specific type of case/client/plan or all types.
Type in the desired folder name and hit Add Folder. You can add as many folders as you like and you can drag folders within another folder to make a sub folder (as seen in the screenshot below).
When all folders have been made, select Save.
These new folder structures will now be applied to all Newly Created clients.
You can make more folders for other specific client types, or for all clients in general. Any folder structures for specific clients will Overwrite the folder structure of general clients.
Editing Default Folder Structures
You can edit your Default Folder Structures at any time by clicking on the Folder Structure you want to edit
You can Archive or Delete a folder structure at any time by going to the Actions tab at the top.
Client Document Visibility
You are able to make the folders for Cases, Plans and Conversations visible to clients via the Client Portal. To do this, go Default Folders in Settings, and select yes to showing pseudo folders on the client portal.
Please Note: Switching this on means that ALL documents in these folders will be visible to clients. If there are any documents that you do not want to share you will need to create a separate folder without the read / write permissions.
Updated on: 14/12/2023
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