Add folder templates

Default folder templates

Add a template

Select
Setup
, then
Folder Templates
.
Select
New Template
, and add folders to your firm's specifications.
Examples
We recommend either of the following folder structures.
Year and then by category
Folder template name	subfolder
permanent
year	correspondence
	source documents
	tax notice
	financial statements
	payroll reports
Category and then by year
Folder template name	Subfolder
permanent
correspondence	years
source documents	years
tax notice	years
financial statements	years
payroll reports	years
To add a subfolder, open the top-level folder and select
New
, then
Folder
.

Apply a template to a single client

Select
Documents
, then open the
Client Documents
tab.
Select a client, and then add a new folder.
In the New Folder panel, enter a name and select a template.
Select
Save
.

Select
Setup
, then
Clients
.
Select multiple clients in the list.
Select
Edit
, then
Add Folders
, then select
Next
.
Select
Create new folder from template
from the dropdown in the New Folder field.
Select a template from the Folder Template field.
Select
Next
, then
Done
.