Articles on: Client Portal

Organising Your Files

In Documents you have the ability to organise your documents as you see fit with Folders.

Select the Add Folder button

Input the desired folder name

Select Save when you are happy with the name

Now your new folder is made! Time to get some documents in there... Hover over the three dots on the document you would like to put in the folder

Hovering over these will bring up three icons- Edit file, Move file and Delete file. From here we select the Move file option.

This brings up the following screen, where you can choose from the drop-down menu which folder you'd like the document to go into. Selecting the folder that displays your name means that the document will remain uncategorised.

Once Target Folder has been chosen, select Save to save the changes.

Updated on: 11/10/2023

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