Default 'pseudo' Folders

When a contact is created (No site Defaults Folders Setup) the following will be added:

Cases
Conversations
Plans

As work is done within a contact record then additional folders will be created as follows:

Document Builder
Document Signatures
Fact Finds


Within each of the folders a sub folder will be created per Case / Conversation / Document Builder / Document Signature / Plan, whereas within Fact Find it will show each fact find snapshot as a file.

You will also see that the Document Signature shows as 'Clients can view only' which means by default the clients will be able to see this in their Portal (see below):

Updated on: 27/02/2025