Accessing Contacts Default Folders Settings
To begin configuring your default folders for contacts:
Navigate to the left-side menu (hamburger icon).
Select Company Settings.
Click the Contacts tab.
Scroll to the bottom of the page to find the Contacts Default Folders section.
Understanding Contacts Default Folders
Just like Projects Default Folders, Contacts Default Folders allow you to predefine how file storage is structured for every new contact added to your system. However, instead of being tied to new project creation, these folders are linked specifically to new contact entries.
Key Characteristics:
Customizable: You can name the folders anything you like and assign distinct colors to them.
Non-Retroactive: These folders only apply to contacts created after the default folders are configured and saved.
Organizational Tool: They help maintain consistency in file storage, whether you're uploading documents, photos, or other files related to a contact.
Where Default Folders Appear
Once set up, these folders automatically appear in the Files section of each newly created contact. Here's how to locate them:
Method 1:
Start on the projects page
Open any project (e.g., Laura Jones).
Click into the contact associated with the project (below the project title).
Go to the Files tab within the contact card.
Your defined folders will appear here if the contact was created after setting the defaults.
Method 2:
Hamburger Menu at the top left corner from any page.
Select the All Contacts list.
Find the contact you’d like to view
Select the contact card (furthest option to right).
Click into the Files tab from the contact details screen.
Important Note
Existing contacts will not be updated with the new folders. If a contact already exists in your account at the time you configure Contacts Default Folders, they will not inherit the folder structure.
Only new contacts added after the folders are saved at the company level will include the new folders in their file section.
Step-by-step guide for set up can be found here!