Today I am going to show you how to create your first folder inside your client’s vault. Folders help you’re your client and future recipients quickly locate files.

Let’s jump straight in! If you are not already, head over to your client’s Storage Page.

To create a folder, hover your mouse over the 'Add New' button, and then move your mouse down the list to the last item - 'new folder'.

Give your folder a clear, user-friendly name, then click create.

To navigate into a folder, simply click on the folder's name.

To navigate out of the folder, click on the back arrow under the 'Add New' button.

Just like files, folders can be assigned to people for easier bulk assignment and organisation.

And that's it! You can now organise your client files.

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