On your client records, you will see a "documents" tab that you can enrich by adding photos, PDFs, Word, Excel...etc
You will be able to import a folder tree template by clicking on "Template".
By clicking on "Template", you will then be able to choose one of the templates you have previously configured.
The template's folder tree will then be applied:
If you do not wish to use a template, you can create your folders and subfolders by clicking on the "Folder" button.
You will then choose a name and the "parent" folder (if it needs to be placed inside an existing folder). Select "Root" if you want the folder to be at the same level as the others.
Finally, simply navigate to the appropriate folder and click the
button to insert your document. Drag and drop is also supported.