Docs (Basic): Create folders

Folders help keep client and internal firm documents organized. TaxDome lets you create unlimited top-level folders with different access 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.

Create top-level folders

A client account can have an unlimited amount of top-level folders with different access levels (for more on access levels, go here). Documents and subfolders always share the same access level as the top-level folder they are in.

There are a few different ways to create a top-level folder:

• Create a top-level folder either while uploading documents or by going to an account’s Documents page and opening the Docs tab: Click Create folder, name the folder, select the privacy/access (Private, Client can view or Client can view and edit), then click Submit.

• Create a top-level folder from organizers: Open an organizer template and click Settings at the top right. Toggle on Customize destination folder for document uploads, name the folder and click Save. You don't select an access level because clients will need to upload documents, so the folder will be created with the Client can view and edit access level. Once clients upload documents via organizers, the top-level folder is created.

Note:

• You can have several top-level folders with the same access level.
• You need to have at least one folder with Client can view and edit access. This is your default client folder; it ensures that clients always have a predictable place to upload their documents.

Create subfolders

There are a few different ways to create a 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 access level as their top-level parent folder.

• Create a subfolder while moving documents: In the Move sidebar, find the folder where you’d like to place the subfolder, click the three dots to the far right of the folder, click New folder, name the folder, then press Enter. Click Move. The document will be moved to the folder you’ve created.