Common Questions & Answers

How do I set up folders?

Each paid account includes one main folder with the option to add more if needed.  To set up the folder:


  1. Log in as the administrator.
  2. Your Lobby screen shows all the client folders and webinar folders for the account.
  3. If you have already paid for folders you can create a new one by clicking the New Folder button to begin.
    • If you do not have pre-paid folders remaining, you will be prompted to buy more folders.
  4. To add a new folder you will be asked to fill in data for the client:
    Add a folder screenshot

  5. File/Folder Name - This description will likely be the name of your client or the case (e.g. John Doe).
  6. Optional Contact Info - A text field for email, work and mobile phone, DOB, and address for your client can be filled in for easy reference.  These boxes are optional and you can set up the folder without them.
  7. Password - This is a password for only this folder and can be given to clients and guests for viewing specific documents or videoconferencing.  This will not change your personal password for your administration account. A default password is provided for you in this box but you can change this as needed.
  8. Click on the Add New Folder button.
  9. You will then be taken back to the Lobby screen.
  10. Click on the new folder to open the conference room and manage files.
  11. You can also mouse over a folder to open other options such as open, check messages, or edit the folder settings (e.g. change its password):

Mouseover folder screenshot


If you choose to edit a folder you'll get the following screen:

Edit folder screenshot

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