Folders

Folders are where a client's documents live, and which zone a folder sits in decides whether that client can see what's inside.

1 · Every client has two zones

Open a client and you get two areas. The top one carries the client's name: that's Shared, and the client sees everything in it. Below it is Internal — your notes, checklists and unsent drafts.

The zone is the only thing that decides visibility. There is no per-document share setting.

Drag a document into Internal — the client stops seeing it.
Drag it up into Shared — they see it.

One drag into Internal, and the client no longer sees it.

Neither zone can be renamed or deleted, and there are no folders inside folders. A client's structure is always exactly two levels deep.

A client page showing the shared zone headed by the client's name and the Internal zone below it — Two zones. The top one is what the client sees.

2 · How folders appear

Most folders make themselves. A document you start for a client lands in the folder matching its template folder — created on the spot if the client didn't have one. A share-link submission is the exception: it goes straight into the Shared zone.

You can also create one before a first appointment, so everything is ready when the client arrives. Folders keep the order you drag them into, per client.

The add-folder dialog listing the team's template folders to choose from — Pick which template folder the new folder follows.

3 · What a row in a folder is

A row is not always a document — sometimes it's the offer of one. Which it is depends on the document's kind.

Form — A create action, greyed out with a plus on it. Each click makes a new copy.
Data — The document itself, even before anyone opens it. One per folder — click it and you're in that document.
Agreement — Same as Data: one per folder, and the row is the document.
Publication — A read-only reading entry. Every client opens the same document.

All four mix freely in one folder: an intake form you send repeatedly, a running record you both maintain, and the terms everyone reads.

A folder row with its More menu open, showing new paper, rename, move to the internal zone, source and delete — Each folder's menu — add, rename, move between zones, relink, delete.

4 · Moving

Rows drag between folders and between the two zones, within one client.

Drag a row onto a folder that already holds the same template and both rows stay — a template can appear more than once in the same folder.

Across folders it can appear as often as you like — one folder per property or per case, each running the same documents.

5 · Folders and template folders

A folder follows one template folder, and you can repoint or unlink it from the folder's menu. Renaming a template folder does not rename existing client folders; only new ones take the new name.

Deleting a template folder unlinks every client folder that followed it and removes its rows from every client folder, wherever they were dragged — Form create rows, Data or Agreement rows nobody has opened yet, and Publication entries. Documents already created stay where they are.