Set up default subfolders for all clients

You can create the same subfolder for all clients, so you can organize files on a consistent basis.

To start, click the "Documents" tab at the top of the advisor dashboard, click the "New +" button, then click "Default Subfolder"

On the next screen, you'll be able to set up your default subfolders:

• Click "New Folder" to add a folder to the list
• Each time you create a new client, the subfolders in this list will be automatically created
• Click "Apply subfolders to existing clients" if you want these folders to be created for all existing clients
• Clicking "x" will remove the subfolder from the list, which only affects new clients you create in the future, but it will not remove any folders you already created