Apply a Folder Template
Updated over a week ago

What's in this Article

Once a folder template is created and saved in Account Settings, you can apply it to clients from the Client List.

Apply a Folder Template

1. Click Clients on the left-side navigation bar and then select Client List.

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2. Check the checkbox in line with each client you want to include when applying the folder template.

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3. Click the Add Folder Templates icon.

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4. Select a folder template from the Folder Templates window.

  • Verify the folder template you are applying is correct, as this action cannot be undone.

  • Once the template has been applied, go through each client individually to remove any applied folders.

5. Click Apply.

You will receive a notification when the folder templates have been applied.

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Apply Folder Templates From a Client Record

Folder Templates can also be applied to an individual client from the record. To get started, select a Client.

1. Choose the Files tab in the client record.

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2. Click on the Add folder templates icon in the Files modal.

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3. Select a template by checking the in-line checkbox.

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4. Click Apply.

The folder template will be added to the client's files modal.

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