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- FAQs: Adding Clients
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- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
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- FAQs: eSignature and KBA
- FAQs: Storage
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- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
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How do I add a Workspace for a Client?
If a Client has only one Workspace, it maybe hidden. To unhide the Workspace, click the Files tab, select My Clients. Click the 3 dots for the Client, and click Show Workspace. Click the Client to see the Workspaces, and click the '+Add' button. Enter the name of the Workspace and click Add to create additional Workspace. When a Workspace is created, the Client Documents (External) and Client Documents (Internal) folders are created automatically for each Workspace.