How to Fidu | How to Create a Virtual Filing Cabinet for Clients Using an Upload Folder

Kimberly Bennett

a year ago

I will guide you through creating a virtual file cabinet to share files with clients. We will use the productize library to customize an upload folder with specific features. By setting permissions, we can ensure that only team members can upload files. Once activated for a client, you can upload files to their designated file cabinet. Clients will then be able to access and view these files under the documents tab.