Setting up the "Accounts" Folder in EvolveGo

The "Accounts" Folder in EvolveGo is created upon the first document being saved from the "Accounts" system (e.g. - emailing an invoice).

You can also set up an "Accounts" folder in the default folder structure so that the documents will file back to that Accounts folder and the folder it will be visible upon the matter being created. For information on how to do this, please refer to this guide:

https://evolvego.support.practiceevolve.com/en/support/solutions/articles/101000485688-default-document-folders-evolvego