Creați foldere

Folders help keep client and internal firm documents organized. TaxDome lets you create unlimited top-level folders with different permission levels so that you manage your documents efficiently. Plus, inside each folder, you can create as many folders and subfolders as you need. 

Folders are managed by a firm owner, admin or any team member with access rights to manage documents .

They can be added manually or by applying folder templates. Here, we show you how to make folders manually. Need to learn how to create a folder template? Visit this page .

Creați foldere de nivel superior

A client account can have an unlimited amount of top-level folders with different permission levels. Documents and subfolders share the same permission level as the top-level folder they are in, unless a firm owner or admin has granted individual permissions to clients or team members. To learn more on permission levels and individual settings, go here .

Există câteva modalități diferite de a crea un folder de nivel superior:

• While uploading documents or from the Documents page: Start uploading docs or go to the client account’s Documente tab and open the Documente subtab. Click Create folder, name the folder, select the Privacy (Privat , Clientul poate vizualiza sau Clientul poate vizualiza și edita ), then click Trimiteți.

  

• Create a top-level folder from organizers: Open an organizer template and click Setări at the top right. Toggle on Customize destination folder for document uploads, name the folder and click Salvați. You don’t select an access level because clients will need to upload documents, so the folder will be created with the Clientul poate vizualiza și edita permission level. Once clients upload documents via organizers, the top-level folder is created.

  

Creați subfoldere

Există câteva moduri diferite de a crea un subfolder:

• Create a subfolder while uploading documents or by going to the Docs tab: click the three dots to the far right of the folder you want to place the subfolder in, click New folder, name the folder, then click Submit. You don’t select a privacy setting because the subfolders have the same permission level as their top-level parent folder.

  

• Creați un subfolder în timp ce mutați documente: În bara laterală Mutare , găsiți folderul în care doriți să plasați subfolderul, faceți clic pe cele trei puncte din extrema dreaptă a folderului, faceți clic pe Folder nou , denumiți folderul, apoi apăsați Enter . Faceți clic pe Mutare . Documentul va fi mutat în folderul pe care l-ați creat.

  

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