What is the External Folder?

CoraLegalLogo_For_ArticlesThe External Folder can be accessed by the Account Owner, Team Members, and Client users. It is used for exchanging documents with Clients. Account owners can share documents like Agreements, Estate Plans, Trust Documents, Check Lists, etc. with clients. Clients can share documents required for projects like Broker Statements, Titles, Deeds, etc. with the Account Owner and Team Members.