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Bulk Add Clients to a Resource Folder
Bulk Add Clients to a Resource Folder

This is a quick guide to help you bulk add resources folders to multiple clients at once

Kane Sivesind avatar
Written by Kane Sivesind
Updated over a week ago

From the Client Index page, you can select multiple clients and choose 'Add to Resources' from the bulk action menu.

Select the clients you want to add to a resource folder. Then from the bulk actions dropdown choose to Add to Resources.

This will box up the box to select the folder and give you the ability to add/edit clients assigned to the folder.

Click Assign to Folder.

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