How many times have you said, "I just want everything in one place"? Well now you can do just that. RPC offers two types of folders to keep track of client and company files. Say goodbye to countless email threads and constantly searching for the most updated file version!
Video tutorial walking through the basics of Client and Company folders
What are the three types of folders?
1. Client Folders
Client Folders allow you to upload and share all types of files (see compatible file types in the table below) with your clients AND any of their vendors on RPC.
Here's how to view and upload folders:
Accessing your Client Folders
To access your Client Folders, click the "More" button in your left-navigation menu, then select Client Folders from the dropdown menu.
Viewing and uploading new files
From your Client Folders page, click on a client name you'd like to view or upload files for.
Click the "NEW" button to upload a new file. Once you've selected your desired file from your computer, determine who you would like to access it. Or if you don't want other users to access it, click "Cancel" and this file will only be visible to you and your team members.
To manage files that have already been uploaded, click the 3-dot icon on the right side of the page. This is where you're able to share or delete files. You are unable to delete files that you are not the owner of.
Note: Your client does not need an RPC account in order to view files but if they want to upload files, they will need a free RPC account. Here's how to invite a client to create an account.
2. Company Folders
Company Folders allow you to create folders and files for clients, projects, workflows, templates, team members, etc. These folders are not visible or shareable with clients or other businesses.
View existing folders, their file source, and the "added on" date in your Company Folder index.
Click the "NEW" button to create a new folder or file. All of the compatible file types in the table above are available in Company Folders as well.
To nest files in folders, click on the folder first. Then click "NEW" and "upload file". The selected file will populate in the corresponding folder.
3. Personal Folder
Your personal folder allows you to store files that only you are able to view. This is the perfect place to keep sensitive documents or items that only pertain to you!