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- FAQs: Adding Clients
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- 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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- FAQs: Reports
How do I add a Workspace for a Client?
If a Client has only one Workspace, the Workspace list view may be hidden. To unhide it:
1. Click the 'Files' tab and the 'My Clients' subtab.
2. Click the three dots button to the right of the Client, and click Show Workspace.
3. Click the Client's name to see the Workspaces
4. Click the '+Add' button on the top-right.
5. Enter the name of the Workspace and click Add. When a Workspace is created, the Client Documents (External) and Client Documents (Internal) folders are created automatically for that Workspace.