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Create and Manage Folders

Hubflo Team avatar
Written by Hubflo Team
Updated over a week ago

Clients can easily upload documents directly through their Hubflo portal, making it simple for you to collect files, contracts, forms, and more as part of your workflow. No setup needed. Folders are available by default in all client portals.

Create Folders

Here's how to create a new folder:

  1. Go to Client Portal > Workspaces

  2. Select the workspace where you'd like to add a folder

  3. Click on +New to add a new folder

Manage Folders

To access files in folders, head to the client workspace.

  1. Go to Client portal > Workspaces

  2. Select the workspace where the folder is located

  3. Click the three dots to:

    1. Move the folder

    2. Add a shortcut

    3. Edit name and description

Bulk Move Folders

You can bulk move folders using the bulk action toolbar.

  1. Hover over any folder in your workspace and use the checkboxes to select them.

  2. Once items are selected, a bulk action bar appears at the bottom of the screen with the options to Move or Add Shortcut.

  3. Click Move to open the destination selector. You can move selected items to another folder within the same workspace, or to another workspace, if you have access.

  4. If you’d rather reference items without removing them from their original location, use Add Shortcut instead.

Folders from the Client's Perspective

You can set default visibility rules for root folders in workspaces and workspace templates. Each root folder can be marked as public or private by default:

  • Public by default → New clients automatically gain access.

  • Private by default → New clients do not gain access unless added manually.

To restrict access, go to Client Portal > Workspaces.

  1. Select the workspace and find the folder you'd like to restrict access on.

  2. Click the permissions icon as shown below:

Once the folder is set up, clients can:

  1. Log in to their Hubflo portal

  2. Navigate to the Folders or Client Uploads section

  3. Click on File to upload

  4. Choose a file from:

    1. Their device

    2. Google Drive

    3. Dropbox

    4. OneDrive

    5. Or directly from their phone’s camera

They can also delete any files they’ve uploaded, at any time by clicking on the [x] to remove file from the workspace.

Note: You can also give your clients access to create and edit folders or move files. To do so, go to Settings > Global Permissions.

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