Client Folder Vs Library Folder Vs Internal Documents
Posted by S2C Staff, Last modified by Sebastian Lee on 26 August 2016 02:57 AM

"Client Folders" or "My Documents" folder for "Users" 

  • The Client Foler section in the File System is where you upload and download files to your Users/Clients. A two way commuication.

"Library Folders" 

  • The Library Folder section is where the Admin's and Super Admin's build form library's, like IRS forms, tax organizers and the like. Your Users/Clients can not upload to these folders, it is a one way communication.

"Internal Documents" 

  • The Internal Documents folder is for exchange between all the Admin's in the system, it is not a Private folder.

Thank you, please call in or Submit a Ticket or ask for Live Support if you have any questions.



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