How to Create Folders

To manage your documents efficiently, TaxDome lets you create folders inside each of the three locations— Public, Private and Client’s Docs—where you store them. Folders are a huge help when it comes to organizing and filtering firm-prepared and internal documents, as well as any source files sent by clients.

Folders can be managed by a firm owner or any team member who has been given access rights to manage documents.

They can be added either manually or by using folder templates. Here, we show you how to make folders manually. If you also want to learn how to create folder templates, go here.

You can make folders several ways: 

Create a Folder in the Tree View While Uploading Docs

To create a folder in the tree view while you are uploading documents:

1. Choose the location where you’d like to create a folder: 

  • Public: The folder is visible to the client.
  • Private: The folder is not visible to the client. This is where you store internal-only folders. 
  • Client’s Docs: Folders here are visible to the client. They are created either by the client or by you on their behalf.

Click on the three-dots icon to the far right of the location name, then click New Folder.

2. Enter a name for the folder, then press enter on your keyboard.

Create a Folder Using the + NEW Button

To create a folder with the + NEW button, follow these steps:

  1. Click the + NEW button in your left sidebar menu, go to Folder, then select the client account the folder is for. A pop-up window will appear with a list of your five most recent clients. If the one you are looking for doesn’t appear, type the name, ID, or email address into the search field, then select the person or organization.

2. In the Create Folder pop-up, choose the location for the folder in the Select Folder Destination section by clicking inside the Destination field:

  • Public: The folder is visible to the client.
  • Private: The folder is not visible to the client. This is where you store internal-only folders. 
  • Client’s Docs: Folders here are visible to the client. They are created either by the client or by you on their behalf.

3. Enter a name for the folder, then click the CREATE button. 

You can now browse to the created folder and upload files to it. 

Create a Folder While Editing Documents

To create a folder while editing documents:

1. In the Edit Document window, click on Folder Name, then go to Create a New Folder.

2. Enter a name for the folder, then click the CREATE button.

3. Click the SAVE button to keep your changes. The document will be moved to the folder you’ve created.

Create a Folder While Moving Documents

To create a folder while moving documents:

1. In the Move to pop-up, find the location where you’d like to create a folder, click the three-dots icon to the far right of the location name, then click New Folder.

2. Enter a name for the folder, then press enter on your keyboard.

3. Click the MOVE  button. The document will be moved to the folder you’ve created.

Create a Folder From the Docs Tab

To create a folder while browsing a client’s documents:

1. In any of the subtabs under the Docs tab, click the three-dots icon, then click New Folder

3. Enter a name for the folder, then click Create.

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