Crear carpetas

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

Crear carpetas de nivel superior

A client account can have an unlimited amount of top-level folders with different permission levels. Documents and subfolders share the same permission level as the top-level folder they are in, unless a firm owner or admin has granted individual permissions to clients or team members. To learn more on permission levels and individual settings, go here .

Hay varias formas de crear una carpeta de nivel superior:

• While uploading documents or from the Documents page: Start uploading docs or go to the client account’s Documentos tab and open the documentos subtab. Click Create folder, name the folder, select the Privacy (Privado , El cliente puede ver o El cliente puede ver y editar ), then click Enviar.

  

• Create a top-level folder from organizers: Open an organizer template and click Ajustes at the top right. Toggle on Customize destination folder for document uploads, name the folder and click Guardar. You don’t select an access level because clients will need to upload documents, so the folder will be created with the El cliente puede ver y editar permission level. Once clients upload documents via organizers, the top-level folder is created.

  

Crear subcarpetas

Hay varias formas de crear una subcarpeta:

• 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 permission level as their top-level parent folder.

  

• Crea una subcarpeta mientras mueves documentos: En la barra lateral Mover, busca la carpeta en la que quieras colocar la subcarpeta, haz clic en los tres puntos situados en el extremo derecho de la carpeta, haz clic en Nueva carpeta, asigna un nombre a la carpeta y pulsa Intro. Haz clic en Mover. El documento se moverá a la carpeta que has creado.

  

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