Elevate your client experience with a customised portal and streamline your tasks with automation. Learn how these tools can transform your practice's productivity and client engagement.

Portal settings: https://help.engager.app/en/articles/959490
Manage folder structures: https://help.engager.app/en/articles/956610

Lastly, we recommend you to navigate to 'File Name Templates'. These will allow you to set some pre-defined file names so that when you upload a file to the portal. You can quickly and consistently rename the file.