STANDARD PLAN USER
Once you've created a client or entity vault in your SmartVault account, you can organize their files by adding folders and subfolders.
Adding a Folder
To add a folder to a client's vault:
- Click the client or entity vault.
- Click the Folder icon
to create a new folder.
- Enter the Folder Name and press Enter on your keyboard to save it.
Adding a Subfolder
To add a subfolder:
- Click the main folder where you want to add the subfolder.
- Click the Folder icon
to create a subfolder.
- Enter the Subfolder Name and press Enter on your keyboard to save it.
Now, you can organize the folder structure for your client or entity as needed. You can also assign different access permissions for each folder and subfolder.