Files and signatures
Organise shared files by category
Admins onlyAll plans
Group the files you share with clients under headings so they are easier to find.
Where:SidebarFile Library
- Select File Library in the sidebar.
- Select the Edit icon on the file's row.
- Make sure Share with clients is on. The Category field only appears then.
- Enter a Category, or choose one you have used before from the suggestions.
- Select Save.
Good to know
- Clients see their documents grouped by category, with files that have no category under Other.
- Hydi matches categories exactly as typed, so use the same spelling each time.
- To remove a file from a category, clear the Category field and save.
Related
- Share a library file with your clientsMake a file available to every client from the Documents button on their portal.
- Rename a library fileChange the name clients see for a file, or the note you keep for yourself.
- See the documents a client can openSee which of your files a client can open from their portal, and where they find them.