Professional and Business - Top Level Client Folder Structure Explained
- Krystal Ratukore (Unlicensed)
- Debby Gibson
For Nimbus Business and Professional subscriptions, the top level client folder structure of Current, From Client and To Client is fixed, however, the Client Templates allow you to define a default subfolder structure to be used across all Clients in Nimbus. This includes any new clients added, which when added to the system, will be created with the Client Template subfolder structure.
The green “Current" folder contains all client files, whether they are “published” or not. Note that only Staff (Employees) will all client files.
The yellow “To Client” is a shadow of “Current” but only shows “published” files that the Client can see.
This is just a convenient view for Staff to see what the Client will see when they login to their Secure Client Portal, and it is not actually a physically separate storage area.
The “From Client” folder is separate however and will only contain file/s uploaded from the Client.
The idea of the dual From/To folders clearly shows Staff which way files were moving:
From the Staff to the Client.
From the Client to the Staff.