General | Decile Base

Michel Friedman

March 12 at 06:03 pm

Hi. I am a bit confused by how we are supposed to work with files.

Why are "Standard" and "Directory" both labeled "Custom folders for sharing externally"? How do we use these two? What is the difference?
How do you create a subfolder under an existing folder without uploading a folder, or is that the only way?

3 replies

Woody Butler

Mar 12, 2026 at 18:14

Hey @Michel Friedman Thanks for this feedback!!
Regarding #1, the 'directory' folders get created automatically to hold attachments to organizations/people. We will update the tooltip for this to be much more clear.

#2 sounds like a bug/regression, @Isabel Ivagnes can you help here?

Michel Friedman

Mar 12, 2026 at 18:19

Woody, are these supposed to be attachments about the organization / people or shared with the organizations / people?

If the first, I guess this might be something like a PPT introducing the organization?

What is pont if Internal Firm Files? Is this supposed to be a replacement for Google Drive / OneDrive?

Woody Butler

Mar 17, 2026 at 15:19

are these supposed to be attachments about the organization / people or shared with the organizations / people?

Exactly yes. If you attach anything to the "Files" tab of a person / organization prospect, a folder here will be automatically created.

What is pont if Internal Firm Files?

These can hold files that are just for the firm. These cannot be accidentally shared with outside people.

Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

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