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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
  • The
    Default For Clients
     column 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.
  1. Select
    Setup
    , then
    Folder Templates
    .
  2. 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
  3. To add a subfolder, open the top-level folder and select
    New
    , then
    Folder
    .
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

  1. Select
    Documents
    , then open the
    Client Documents
     tab.
  2. Select a client, and then add a new folder.
  3. In the New Folder panel, enter a name and select a template.
  4. Select
    Save
    .
Apply a template to multiple clients.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select multiple clients in the list.
  3. Select
    Edit
    , then
    Add Folders
    , then select
    Next
    .
  4. Select
    Create new folder from template
     from the dropdown in the New Folder field.
  5. Select a template from the Folder Template field.
  6. Select
    Next
    , then
    Done
    .

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff