🗂️ Document Folders allow you to keep all relevant documents in your account well organised and easy to find.
Claimable allows you to save unlimited documents within specific claims, contacts and companies to ensure you always have access to files supporting your work.
Thanks to Documents Folders, you can organise your documents by grouping them into categories. Admin and manager users can create an unlimited number of folders for claims, contacts or companies.
Creating Document Folders
To create Document Folders, just go to Account Settings > Document Folders and click on the "Add Folder +" button.
The folders you create will appear under any claim, contact or company in your account. When you access a folder, you will only be able to see the documents belonging to the claim, contact or company in question.
