🔧 How to Add a New Default Folder to All Client Workspaces in Client Hub
Adding default folders helps keep every client's workspace organized right from the start. Follow these steps to create a shared folder that appears in all current and future client workspaces:
✅ Step-by-Step Instructions:
- Go to Setup & Settings
Click the gear icon in the left-hand menu to access the Setup & Settings area.
Navigate to "Initial Folders"
Under the Client Setup section, click on Initial Folders.
Enter Folder Name
On the right-hand panel under Client Shared Default Folders, type the name of your new folder (e.g.,
TAX RETURNS).Apply to All Workspaces
Ensure the checkbox “Add the newly added folder to all current workspaces” is checked.
Click "Create"
- Press the blue Create button to add the new folder.
- The folder will now appear in the shared file section of all client workspaces, including existing ones.
- Go to Setup & Settings
How To Add Bank Statements Folder In ClientHub
1. Go to "Setup & Settings"
2. Click "Initial Folders"
3. Click "Add Folder"
4. Type the folder name, then click the "Add the newly added folder to all current workspaces" field.
5. Click "Create"
