video1.0<iframe src="https://www.loom.com/embed/46da24dadfa940fca0f2489ca1d5202d" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/46da24dadfa940fca0f2489ca1d5202d-b2434130656e2915.gif265.218This Loom explains how to create and manage document folders for organizing transaction documents and controlling access. The presenter goes to Admin, then Documents and Folder Management, and creates a folder by entering a folder name, selecting a transaction type (apply to all, sellers, or buyers), and setting folder access permissions for client or vendor access in the Client Portal. After submitting, folder icons appear, and the General and Client Uploads folders cannot be edited or deleted because they are account defaults. The Loom also shows how to view created folders within a transaction under the Documents tab and Folder view.