PARSER GUIDES

Organize Documents by Client

Use folders to organize documents by client

Create one folder per client so uploads, emails, reviews, and exports stay separated.

Create a client folder

Open the parser's Document Inbox, click Add folder, enter the client name, and click Create folder.

Put documents in the folder

Choose the easiest method:

• During upload, choose the client under Upload to folder (optional).
• For an existing document, use More (⋮) -> Move to folder.
• For several documents, select them and use Bulk Actions -> Move to folder.

Send client emails directly to the folder

Open the folder menu and click Copy folder email. Forward that client's document emails to this address.

New email attachments sent to this address enter the correct parser and client folder automatically.

Open or export one client

Click the client folder to show only its documents. Review the results, then click Export Data to export that client's filtered data.

Need Smart Folders, subfolders, colors, or folder downloads? See Organizing with Folders.