Organize files and folders by moving them around inside a client’s profile or changing folder visibility settings. Documents can be moved and the folder visibility can be changed by a firm owner, Admin, or any employee with access rights to manage documents.
Document
Docs (Basic): Move Files and Folders & Change Their Visibility
Organize files and folders by moving them around inside a client’s profile or changing folder visibility settings. Documents can be moved and the folder visibility can be changed by a firm owner, Admin, or any employee with access rights to manage documents.
