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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Merged in a post:
Create folder templates and apply them based on groups
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Emily Taylor
Ability to create a folder structure and then apply it to an entire group instead of selecting specific clients from our total client list.
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Theban Tonnesen, EA, LTC
This was the reason I learned about feature requests.. to ask for either a template or the ability to Duplicate Folder Structure for multiple files. I have my Company as a template default but have to add folders one at time... ok sure for multiple companies.. but still one at a time. I want to copy, POA, Notice, Tax Return, Financials, etc. all at once with same settings and assigned to particular staff.... PRETTY PLEASE!!?!
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Liz Ripoli
This would be amazing. Canopy has this, and it's such a game-changer when setting up new clients.
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Owen Tulk
this is also standard functionality in any folder/file management systems. Absolutely necessary
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Jodi Panui
This would be amazing! Especially if you could replicate the reoccurances within it also..
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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