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Folder

Use this document posting setting to organize files at a high level. For higher-level or broader file organization, choose a folder from the list of existing folders to file the report in. The file can only be stored in one folder at a time. For more information on folders, see Manage Folders.

For more information about posting files from the Accounts page, see Post Documents, Reports, and Other Files to Client Portals.

For more information on using Post From FTP, see Post From FTP (Auto-Post) to Client Portals.