Docs (Basic): Create Folders
Folders are a huge help organizing and filtering firm-prepared and internal documents, as well as any source files sent by clients. To manage documents efficiently, TaxDome lets you create unlimited top-level folders with different access levels. Inside each one, create as many other folders as you need.
Folders can be managed by a firm owner, Admin, or any employee with access rights to manage documents.
They can be added either manually or by using folder templates. Here, we show you how to make folders manually. If you also want to learn how to create folder templates, go here.
Create a Top-Level Folder
Each client account can include unlimited top-level folders with different access levels (for more details, go here). Documents and subfolders always share the same access level as the top-level folder they are in.
You can create a top-level folder either while uploading documents or from the Docs tab:
Click the Create folder link, enter the folder name, select the privacy, then click Submit.
- More than one top-level folder can have the same access level.
- Have at least one folder with a Client can view and edit access level. This is your default client folder. It ensures that clients always have a predictable place to upload documents.
Create a Subfolder
There are a few different ways to create a subfolder:
- While uploading documents or from the Docs tab: click the three dots to the far right of the folder of your choice, click New Folder, enter a name for the folder, then click Submit. Because the subfolders always have the same access level as their top-level folder, you don’t select a privacy setting.
- While moving documents: In the Move to pop-up, find the location where you’d like to create a folder, click the three dots to the far right of the location name, click New Folder, enter a name for the folder, then press enter on your keyboard. Click the MOVE button. The document will be moved to the folder you’ve created.