This article will guide you on how you can allow your clients to create new folders in the client portal.

Looking at portal

To begin, log into your portal (using your specified domain name and password provided in your welcome email. If you do not have this information, please email Courtney at cinman@imaginetime.net).

Figure 1 shows the “All Workspaces” landing page. This is the first page displayed. Select the “Firm Settings” link from the left side menu area to open the “Firm Settings” dialog page (figure 2).

Figure 1 Screenshot showing the location of the “Firm Settings” link.

The screenshot below (figure 2) shows the “Firm Setting:: Overview” screen. Select the “Advanced Settings” link from the menu bar to load the “Advanced Settings” dialog page (figure 3).

Figure 2 Screen Shot of Settings: showing the location of the “Advanced Settings” link.

​Figure 3 below shows the ”Advanced Settings” screen. This is a list of the available settings options. Select the blue ”Update” button at the bottom of the “Settings” column to open the “Settings Update” dialog page (figure 4).

Figure 3 Screenshot showing the ”Advanced Settings” dialog and location of the “Update” button.

Figure 4 below showing the “Advanced Settings:: Update” dialog screen. To allow clients to create new folders in the client portal, select the “Allow clients to create new folders” button. This will enable the “Allow clients to create new folders” option, changing the button color to blue (figure 5).

Figure 4 Screenshot of the “Advance Settings:: Update” screen showing the location of the “Allow clients to create new folders” button.

Figure 5 below shows the “Advanced Settings:: Update” screen with the “Allow clients to create new folders” button selected. You may “Enable” or “Disable” this option. Select the required option, then select the blue “Save” or “Cancel” button to keep or discard changes (figure 6).

Figure 5 screenshot of “Advanced Settings” page showing “Allow clients to create new folders” button enabled and location of “Save” button.

Figure 6 below is a screenshot of the “Advanced Settings” screen showing the “Allow clients to create new folders” set to “Enabled”.

Figure 6 screenshot showing “Allow clients to create new folders” set to “On”.