--- title: How to Create/Remove client's files description: How to Create/Remove Client’s Files --- [Skip to content](https://knowledge.nexone.ca/en-ca/how-to-create/remove-clients-files#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca) 3. [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#clients) June 9, 2026 # How to Create/Remove client's files ***Creating a Client’s File***   1\. Click on the **Client's** tab ![e8a134fa-11f5-4c44-9043-1ea4adeb42d5](https://knowledge.nexone.ca/hs-fs/hubfs/e8a134fa-11f5-4c44-9043-1ea4adeb42d5.png?width=670&height=560&name=e8a134fa-11f5-4c44-9043-1ea4adeb42d5.png) 2\. Click on the **Add** button ![c7d4e796-25b0-42dd-9439-2f9b88054b37](https://knowledge.nexone.ca/hs-fs/hubfs/c7d4e796-25b0-42dd-9439-2f9b88054b37.png?width=670&height=560&name=c7d4e796-25b0-42dd-9439-2f9b88054b37.png) 3\. Fill the Client's File profile information, then click **Next** (make sure to fill at least the required field: **Status, Office & Type**) ![21d8973c-55c8-4722-8c4c-adfdd5612a46](https://knowledge.nexone.ca/hs-fs/hubfs/21d8973c-55c8-4722-8c4c-adfdd5612a46.png?width=670&height=462&name=21d8973c-55c8-4722-8c4c-adfdd5612a46.png) **TIP: Click on view log to see when and by who the Client's File was created and modified** **![088b0ddd-f87b-4e0e-a558-07f49a951d0d](https://knowledge.nexone.ca/hs-fs/hubfs/088b0ddd-f87b-4e0e-a558-07f49a951d0d.png?width=670&height=469&name=088b0ddd-f87b-4e0e-a558-07f49a951d0d.png)** 4\. Fill the Agent's tab by adding the corresponding agents to your Client's File, using the **dropdown menu**, then click **Next** **![6205a90f-9d6a-48e4-971f-68e336352c33](https://knowledge.nexone.ca/hs-fs/hubfs/6205a90f-9d6a-48e4-971f-68e336352c33.png?width=670&height=500&name=6205a90f-9d6a-48e4-971f-68e336352c33.png)** 5\. Fill the Client's tab by adding the corresponding clients information, then click **Next** (make sure to fill at least the required field: **First/last name & Email address**) ![c5056d93-fbef-4dce-a5bf-3d754bf0fc41](https://knowledge.nexone.ca/hs-fs/hubfs/c5056d93-fbef-4dce-a5bf-3d754bf0fc41.png?width=670&height=494&name=c5056d93-fbef-4dce-a5bf-3d754bf0fc41.png) 6\. You can leave a note if necessary **(not mandatory)**, and then click **Save** at the bottom of your page ![3a6f54ce-bfce-4185-bcd1-65660d1e1004](https://knowledge.nexone.ca/hs-fs/hubfs/3a6f54ce-bfce-4185-bcd1-65660d1e1004.png?width=670&height=492&name=3a6f54ce-bfce-4185-bcd1-65660d1e1004.png) ***Removing a Client’s File***   ***Note: Only Kit status files can be sent to trash. If your status is not set as a "Kit", then you will have to contact your office Admin to send your file to trash***   1\. Click on **Client's** tab ![f7b56d31-cbd6-443c-92df-c6180d100fc2](https://knowledge.nexone.ca/hs-fs/hubfs/f7b56d31-cbd6-443c-92df-c6180d100fc2.png?width=670&height=525&name=f7b56d31-cbd6-443c-92df-c6180d100fc2.png) 2\. Click on your Client's File **name** **![0971bf9b-981e-43a8-adc5-a55fe9125161](https://knowledge.nexone.ca/hs-fs/hubfs/0971bf9b-981e-43a8-adc5-a55fe9125161.png?width=670&height=525&name=0971bf9b-981e-43a8-adc5-a55fe9125161.png)** 3\. 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