- CPA Site Solutions Live! Dashboard
- DNS Update Needed – TR WBCS
- Get Help with your Website and Digital Marketing Needs from CPA Site Solutions. Right Here, Right Now.
- Frequently Asked Questions: Websites & Marketing
- Reputation Marketing
- Secure Firm Portal
- 11 Levels of Security
- Logging Into The Portal
- Portal Alert Notification
- Portal FAQs
- Portal File Vault
- Portal Update
- Users
- Administration
- Portal Applications
- File Vault
- Site Manager
- Logging Into Site Manager
- Updating Contact Information
- Editing Website Pages with the WYSIWYG Editor
- Financial Calculators
- Adding/Modifying Content
- Modifying Your Site
- Add Page
- Adding/Editing Text
- Adding A Link
- Adding A Custom Link To The Nav Bar
- Adding A PDF As A Custom Link
- Remove A Custom Link Page From Your Website
- Linking PDF/Docs
- Adding a Second Link to an Existing Web Page
- Adding an Image
- File Uploader
- Adding YouTube Videos
- Creating A Custom Form
- Editing The Page Title
- Changing Hub Pages on Your Website
- Editing Internet Links
- Reverting to Default Content
- Seminar Registration
- Publishing Your Site
- Blog Page
- Managing Your Site Map
- Firm Info
- More Options
- Newsletter/Email Marketing System Help
- Online Interactive Tax Organizer (Legacy Product)
- Security Measures
- OfficeMojo
- Domain Email
- Embedding WebTools into Your Site
- Diamond
- Third Party Add-On Tools
- SnapEngage Live Chat FAQs
- COVID-19 Update
- Billing Information
- Update Your Contact Information
- Take Your Site Live
- Websites For Bookkeepers
- Websites for Enrolled Agents
- Websites For Financial Advisors
- Digital Services Offered
- Sample Taglines To Choose
- Need Help? Contact Our Team at CPA Site Solutions Today!
Chat Hours 9:00AM - 5:00PM EST M-F
After Hours Email: [email protected]
800-896-4500
Create a new folder
You can create a new folder by navigating to the location in your File Vault where you want to create the new folder. Click the New Folder button in the upper left of the main panel on the File Vault page. This will display a dialog box where you can name the new folder and enter a description. Folders should have different names within the current folder.
Click on Create to create a folder.
Note: The new folder is always created in your current location. Once a folder is created, you cannot move it to another location in your firm’s File Vault.
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