How do I add a Client in Basil?

Basil supports three types of Clients: Individuals, Business Owners, and Corporations. Client types are tags that you can use for search. 

To add a Client, first select the 'Files' tab and select 'My Clients'. Click on the '+Add' button. Enter the name of the Client, select the Client type and click the 'Add' button. 

To add a Workspace for a Client that has only one existing Workspace, click on the 'Files' tab and select 'My Clients'. Click the three dots to the right of the Client, click Show Workspace, then select the Client. Click the '+Add' button. Enter the name of the Workspace, select the Workspace type, and click the 'Add' button.

To add a Workspace for a Client that has at least one existing Workspace, click on the 'Files' tab and select 'My Clients'. Select the Client, then click the '+Add' button. Enter the name of the Workspace, select the Workspace type, and click the 'Add' button.

When a Workspace is created, the Client Documents (External) and Client Documents (Internal) folders are created automatically for each Workspace.