Folder Templates Create Structure for New Clients
Amanda Aparicio
Allow users to create folders based on a folder template structure. Then, whenever you create a new client, have the folders automatically populate.
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Tiffany Bastian
yes it is alot of work to build out for each client or to even copy from clien tot client having a template would be so much better
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Jerry Stephens
Agreed. Having a separate template for different client types (tax/books/payroll/etc) woud be extremely helpful.
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Jodie Hannus
This would simplify the process. Now having to add each one separately or copy each one separately from out test client is time consuming.
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Charles Jerry
Yes by client type such as tax, bookkeeping, etc