📁 Add a New Default Folder to All Client Workspaces

1. Audience: Firm Users

   Purpose: Teach Firm Users how to create a default folder that automatically appears in every client workspace in Client Hub.

1. 🔍 Overview

   Client Hub allows you to define a default folder that will automatically be created in every new and existing client workspace. This helps standardize folder structures and ensures consistency across clients.

   Default folders can be used for any purpose your firm requires — for example, “Engagement Letters,” “Tax Docs,” or “Billing.”

1. 📂 Where to Find the Default Folder Settings

   1. Open Client Hub.
   2. In the left navigation, select Settings (⚙️).
   3. Choose Workspaces from the Settings menu.
   4. Scroll to the Default Folders section.

1. ➕ How to Add a New Default Folder

   To create a default folder that appears in all client workspaces:

   1. Open Client Hub.
   2. Go to Settings > Workspaces.
   3. Scroll to Default Folders.
   4. Select Add Default Folder.
   5. Enter the Folder Name you want applied everywhere.
   6. (Optional) Choose a Folder Category if applicable.
   7. Select Save.
2. After saving:
   • The new default folder will be added to every client workspace immediately.
   • It will also appear in the default folder list for any new client workspaces created going forward.

1. 📦 What Happens After You Add a Default Folder

   Once a default folder is added:

   • It is automatically visible in the Folders area of every workspace.
   • Users can upload files or create subfolders within it.
   • You do not need to manually add the folder to each client workspace.
   • Changes to default folders are applied across all client workspaces.

1. 🔄 Updating or Removing a Default Folder

   To update a default folder name:

   1. Go to Settings > Workspaces.
   2. Find the folder under Default Folders.
   3. Select the edit icon (✎).
   4. Change the name.
   5. Select Save.
2. To delete a default folder:
   1. Go to Settings > Workspaces.
   2. Find the folder under Default Folders.
   3. Select Delete (🗑️).
   4. Confirm the deletion.
3. Notes:
   • Deleting a default folder does not automatically remove it from individual client workspaces; it stops applying to future client workspaces.
   • You may need to manually remove it from existing workspaces if desired.

1. 💡 Tips

   • Use a clear naming convention that your team will recognize (e.g., “Client Setup — Engagement”).
   • Consider adding default subfolders if your firm follows a repeatable folder hierarchy.
   • Standardized folders help make search and reporting more consistent across workspaces.

1. ❓ FAQs

   What’s the difference between a default folder and a regular folder?

   A default folder is automatically applied in every client workspace, while a regular folder is created manually within a specific workspace.

   Will existing client workspaces always get the new default folder?

   Yes — once saved, default folders are applied to all client workspaces automatically.

   Can I reorder default folders?

   At this time, reorder is not available — they appear in the order created.