If the Client Name folder is missing from the Portal: Documents folder please check that the client is Active.
On the Client Details window, under Related, click the ellipsis next to Document Hub to open the Document Hub Configuration for window.
If the Status shows as Active, please close out of all HandiSoft programs on your PC, and then re-open Practice Manager/HandiSoft and Document Manager to see if the Portal folder appears.
If the issue persists, please raise a case online , reference the title of this article in the description, the details of the issue and attach a screenshot so it can be investigated for you.


