We've redesigned our 'Folder settings' dashboard so that it is more intuitive to find and move between the settings. Rather than scrolling up and down all the time, you can now easily switch between the following tabs:

  • Folder defaults - Customise the default behaviour of your folder

  • Folder details - Change folder name and update additional details

  • Folder users - Invite and review users

  • Folder add-ons - Turn on/off the folder add-ons (Approval structure)

  • Email import - Whitelist email addresses, so that invoices do not get stuck in the spam filter or change the folder email address

  • Delete folder

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