Creating a Client Subfolder
- Nataliia Plakhtii (Deactivated)
- Mercedes Rothwell
Client Subfolders group together important data associated with specific Clients. These subfolders contain documents and can be associated with specific individuals.
There are three methods of adding a Subfolder to a Client Record: via Retrieve, New, and Starting Point.
Tip: When you create a new Client in the system, a general subfolder is generated automatically.
Step 1: Launching Client Subfolder
Method 1: Via Retrieve
To create a Client Subfolder, enter information for the new account by manually adding a new Client via Retrieve > Client:
Method 2: Via New
To add a new Client Subfolder, provide all the preferred information via New > Client Subfolder:
Step 2: Filling out Subfolder Details
Method 3: Via Starting Point
Utilize Starting Point, our account wizard, which will open the account for you with the forms required for that particular account.
To create a new subfolder, complete the Starting Point Wizard. For more information, view Starting Point Overview.
Tip: When you return to the Client record, whichever way you add a new Subfolder, you will now have a Subfolder included in your Client record.
Once a Client Subfolder is created, you can add Client Documents. For more information about how to add Client Documents, view Adding Client Documents.