フォルダの作成

Folders help keep client and internal firm documents organized. TaxDome lets you create unlimited top-level folders with different permission levels so that you manage your documents efficiently. Plus, inside each folder, you can create as many folders and subfolders as you need. 

Folders are managed by a firm owner, admin or any team member with access rights to manage documents .

They can be added manually or by applying folder templates. Here, we show you how to make folders manually. Need to learn how to create a folder template? Visit this page .

トップレベルのフォルダを作成する

A client account can have an unlimited amount of top-level folders with different permission levels. Documents and subfolders share the same permission level as the top-level folder they are in, unless a firm owner or admin has granted individual permissions to clients or team members. To learn more on permission levels and individual settings, go here .

最上位フォルダを作るには、いくつかの方法がある：

• While uploading documents or from the Documents page: Start uploading docs or go to the client account’s 資料 tab and open the 資料 subtab. Click Create folder, name the folder, select the Privacy (事務所専用フォルダ（顧客はアクセス不可） , クライアントが閲覧できる または クライアントは閲覧・編集が可能 ), then click 投稿する.

  

• Create a top-level folder from organizers: Open an organizer template and click 設定 at the top right. Toggle on Customize destination folder for document uploads, name the folder and click 。. You don’t select an access level because clients will need to upload documents, so the folder will be created with the クライアントは閲覧・編集が可能 permission level. Once clients upload documents via organizers, the top-level folder is created.

  

サブフォルダーの作成

サブフォルダーを作成する方法はいくつかある：

• Create a subfolder while uploading documents or by going to the Docs tab: click the three dots to the far right of the folder you want to place the subfolder in, click New folder, name the folder, then click Submit. You don’t select a privacy setting because the subfolders have the same permission level as their top-level parent folder.

  

• ドキュメントの移動中にサブフォルダを作成します： 移動]サイドバーで、サブフォルダーを配置したいフォルダーを見つけ、フォルダーの右端にある3つの点をクリックし、[新しいフォルダー]をクリックし、フォルダー名を付け、Enterキーを押します。移動]をクリックします。作成したフォルダにドキュメントが移動します。