Creating Document Folders

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To create a new Document Folder:

  1. Navigate to the Documents section of the application.

  2. Click '+ Folder' in the top left corner.

  3. Name the folder and click done.

To create a new client sub-folder:

     1. Navigate to the Documents section of the application.

     2. Select the folder you wish to add to.

     3. Click '+ Folder' button on the toolbar.

     4. Name the folder and click done.

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