Add folder templates
To simplify the folder structure setup for each client, you can create folder templates. Within the Documents area, we recommend that your top-level folders include the services you provide to the client. Within each of these service folders, you can have an unlimited number of subfolders, which you can add at both the template and client levels.
Default folder templates
Select
Manage
, then Properties
to set up a default template folder that can be automatically added to new clients based on entity type. You can also rename the folder template and the destination folder name from the Properties panel.note
- TheDefault For Clientscolumn displays the entity type for the folder template.
- You can hover your mouse pointer over the entities list in the Default For Clients column to view a full list of entities selected for the folder template.
When you create the client in the Clients screen, the template folder and related documents are automatically created in the Client Documents screen of the Documents area based on the selections made for the default template folder.
Add a template
To create a template, follow these steps.
- SelectSetup, thenFolder Templates.
- SelectNew Template, and add folders to your firm's specifications.ExamplesWe recommend either of the following folder structures.Year and then by categoryFolder template namesubfolderpermanentyearcorrespondencesource documentstax noticefinancial statementspayroll reportsCategory and then by yearFolder template nameSubfolderpermanentcorrespondenceyearssource documentsyearstax noticeyearsfinancial statementsyearspayroll reportsyears
- To add a subfolder, open the top-level folder and selectNew, thenFolder.
note
- UltraTax CS will automatically create a Tax Return folder when you print tax documents to the Documents area.
- If your firm is licensed for Onvio Time and Billing, an Invoices folder will be created when you send an invoice to the Documents area from the Review Invoices tab on the Billing screen.
You can drag folders and files from your computer or network into the Templates screen to add them to your folder template.
Apply a template to a single client
- SelectDocuments, then open theClient Documentstab.
- Select a client, and then add a new folder.
- In the New Folder panel, enter a name and select a template.
- SelectSave.
Apply a template to multiple clients.
- SelectSetup, thenClients.
- Select multiple clients in the list.
- SelectEdit, thenAdd Folders, then selectNext.
- SelectCreate new folder from templatefrom the dropdown in the New Folder field.
- Select a template from the Folder Template field.
- SelectNext, thenDone.
