If you are an administrative user of a portal inside a 3-Tiers system, if this feature has been approved by the Head Office, then you can request new folders to be added to your portal to manage Other Business Activities (OBA). You only need to send an email to email@example.com and cc'ing your Head Office main contact. On the email indicated the folder structure you would like to add.
The system required to have 2 levels, so example below:
LEVEL 1 - Insurance
LEVEL 2 - Insurance Planning
LEVEL 2 - Policies
LEVEL 2 - Reports and Claims
LEVEL 1 - Real Estate
LEVEL 2 - Commercial Properties
LEVEL 2 - Investment Properties
LEVEL 2 - Primary Property
LEVEL 2 - Vacation Properties
Your new folders will be only accessible for you, your team and your client. By default, Head Office won't see this folders. The system will add a Badge called OBA to help your clients and team identify these folders faster.
All users with access to these folders will be able to upload documents directly to a level 2, but not to a level 1. Think about your level 1 as big buckets to only organize your information.