First, we recommend that you familiarize yourself with how "channels" work.
Creating a files channel
To create a new files channel, click on the + on the Files page.
- Individual client channels: Select the individual client to add a File channel for a single client.
- Company channel: Select the company to add a File channel for a company. All members of a company will have access to a company File channel.
- Group channel: Select multiple clients to add a File channel that will be visible to all members assigned to the group
- Please note that group channels can only be created for clients that are members of the same company.
A new channel will be created or, if the channel already exists, you will be redirected to it. Depending on the type of channel you create, it will be accessible by one or more of your clients. You can now start adding files and folders.