📁 Understanding The Client Hub File Manager

The File Manager in Client Hub allows you to view and organize files across your clients and internal workflows.

⚠️ Important: How Files Work in Client Hub

Files in Client Hub exist as a single item across the system.

• Moving a file to a folder does not create a separate copy
• Files remain the same file across Client Tasks, Messages, and the File Manager
• Deleting a file from any location will permanently remove it from all locations

Client Hub does not create duplicate copies of files when they are moved or organized.

If you need to keep a file, download a copy to your device before removing or deleting it.

For full details on file behavior, see: 📂 How to Reopen Client Tasks (and What Happens to Uploaded Files)

📁 How the File Manager Is Structured

The File Manager includes folders and Buckets to help you organize and access files.

• Folders are used to organize files into a structure that works for your firm
• Buckets collect files uploaded through different areas of Client Hub, such as Client Tasks or Messages

Buckets collect files uploaded through various parts of Client Hub. Files can remain there or be moved into folders later for organization.

📎 Files Uploaded Through Client Tasks

Files uploaded through Client Tasks may appear in different locations depending on how the task was set up.

• If a destination folder is selected when creating the Client Task, uploaded files will be placed in that folder
• If no destination folder is selected, uploaded files will appear in the Client Tasks bucket

Files in the Client Tasks bucket can remain there or be moved to a folder later.

⚠️ Important:

If a Client User uploads a file outside of the Client Task flow (for example, directly in the File Manager or through another upload option), the file may not follow the intended folder structure, and the Client Task may remain incomplete.

📂 Organizing Files

You can organize files by moving them into folders that match your internal structure.

• Create folders to group related documents
• Move files into folders for organization and easy access
• Use consistent naming conventions so files are easy to find

🔄 Moving Files

To move a file:

1. Open the File Manager.
2. Locate the file you want to move.
3. Click the Actions icon (⋯).
4. Select Move.
5. Choose the destination folder.

Moving a file updates where it appears in Client Hub but does not create a separate version.

🗑 Deleting Files

To delete a file:

1. Open the File Manager.
2. Locate the file you want to remove.
3. Click the Actions icon (⋯).
4. Select Delete.

Deleting a file will permanently remove it from Client Hub and all associated locations.

💡 Best Practices

• Use folders to keep files organized and easy to navigate
• Move documents from Buckets (e.g., Client Tasks or Messages) into structured folders for organization and easy access
• Double-check before deleting files to avoid permanent data loss
• Download important files to your device if you need to retain a separate copy