Step 1: Locate the Client Folder
Navigate to My Folders, then go to Grant Management > Clients. Find the test client folder.
Step 2: Copy the Folder
Check the box next to the folder, then click More Actions and select Copy. Ensure you are in the correct client destination folder and then proceed to select Copy.
Step 3: Rename the Folder
Once the copying process is complete, select the folder and click More Actions > Rename. Update the folder’s name to include both the company and client names.
Step 4: Verify Folder Contents
Open the copied folder and navigate to Client Drive. Confirm that there are five items within the folder.
Step 5: Create a New External Link
Click the Share button at the top of the folder window and select New external link.
Step 6: Set Access Level
Name the new link and set the Access Level to Edit and Create.
Step 7: Go to the Client Connector Hub
Navigate to the Client Connector Hub and locate the test agency.
Step 8: Duplicate the Folder
Select More Options and click Duplicate.
Step 9: Name the Duplicate Folder
Name the duplicate folder with the company name, ensuring to select the resources but uncheck users.
Step 10: Save the Duplicate
Click Save to complete the duplication process.
Step 11: Arrange the Folder Alphabetically
Move the newly created folder to the correct alphabetical order in the list.
Step 12: Edit the Client Drive
Select the drop-down on Client Drive and choose Edit.
Step 13: Copy the Shared Link
Return to the Work Drive and copy the new shared link.
Step 14: Update the Existing Link
Replace the old link with the newly copied link and hit Save.
Step 15: Invite Team Members
Invite Chardé and Alicia to the client folder. Then invite the client by navigating to the Clients tab and selecting Invite New Client.
Step 16: Send a New Client Invite
Input the client's first name, last name, and email, then click Send.
Step 17: Send an Email Notification
Navigate to Email Us, select it, and type your message for the client.
Step 18: Save Replies in Client Onboarding
Choose Client Onboarding Invitation from the saved replies and replace placeholders with the client's name.
Step 19: Hyperlink the Onboarding Folder
Copy the link for the onboarding folder and update it in the necessary fields.
