Documents in DarkLion are organized in a consistent folder structure that's the same whether you're looking at a Person, a Company, or the client's portal view. Here's how it works.

Top-Level Sections

Every owner (Person or Company) has two top-level sections:

  • "Delivered by Your Advisor" (firm_uploaded) — Documents that your firm has uploaded and delivered to this client. This is the "advisor to client" direction.
  • "Uploaded by You" (client_uploaded) — Documents the client has uploaded themselves through the portal. This is the "client to advisor" direction.

Within Each Section: Years

Inside each section, documents are grouped by tax year:

  • The current year and prior year are expanded by default so you can see them without clicking.
  • "Previous Years" is a collapsed group containing all older years. Click to expand and see documents from 2022, 2021, etc.

Within Each Year: Categories

Within each year, documents are grouped by category:

  • Person documents: Tax · Other
  • Company documents: Tax · Bookkeeping · Other

Documents with unrecognized categories automatically fall into "Other" — nothing gets lost if a document is miscategorized.

Staff View vs. Client View

The folder structure is identical for staff (in the CRM) and clients (in the portal), with one difference:

  • Staff view — Shows all three sections: "Delivered by Your Advisor," "Uploaded by Client," and any internal/private documents. Staff can see everything.
  • Client view — Shows only what has been delivered to them. Private/internal documents are completely invisible. Clients also see their own uploads under "Uploaded by You."

Visual Summary

📁 Delivered by Your Advisor
  📅 2025 (expanded)
    📂 Tax
      📄 2025 Tax Return.pdf
    📂 Other
  📅 2024 (expanded)
    📂 Tax
      📄 2024 Tax Return.pdf
  📁 Previous Years (collapsed)
    📅 2023
    📅 2022

📁 Uploaded by Client
  📅 2025
    📂 Tax
      📄 W-2 from Employer.pdf
💡
The "Previous Years" collapse keeps the folder tree clean for active clients while preserving full history. Clients rarely need to dig into documents from 3+ years ago — but when they do, it's always there.