Starting the new year off right, Client Hub has introduced a convenient new feature on the Setup and Settings page! You can now add a new folder (or a set of folders) to the File Manager across all Client Workspaces at once.

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The Client Hub File Manager is a secure, convenient tool for sharing and exchanging files with your clients. With this update, firms can create a default set of folders in the Setup and Settings tab that will automatically apply to every new Client Workspace.

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This feature is designed to save you time, eliminate the hassle of adding folders one by one, and ensure a consistent folder structure for all your clients.

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How to Add a New Folder Across All Client Workspaces:

1. Go to Setup & Settings.
2. Choose either Client Shared Folder or Internal Folder.
3. Click the Add Folder button.
4. Enter the folder name.
5. Select the option: “Add the newly added folder to all current workspaces.”
6. Click Create.

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That’s it! With just a few clicks, you can keep your File Manager organized and standardized for all your client interactions.