We would like to achieve an e filing system that contain folders which will be located in the Forms tab of your website. The purpose of the folders is for our admins to easily identify the different forms we use so that we can process them swiftly (example folders below). If this functionality is not currently available, I ask that you add it to your customer wish list.

Being able to organize clients into folders will greatly increase organizational aspects of keeping track of client invoices. Cut down the time in finding clients material without having to constantly search for each client when updating and managing clients invoices. It will reduce the amount of pages as invoices will be gathered into folders. This will definitely increase the efficiency of the workflow.

create folder structure within the forms tab