Creating Client Subfolder Templates

Creating Client Folders from Email Contact Lists > Creating Client Subfolders Using Subfolder Templates and Batch Files > Creating Client Subfolder Templates

After you create your client folder structure from an email contact list, you can create a standard subfolder template for each client folder using Windows Explorer on your local computer.

Note: For more information about creating a client folder structure, see “Creating Client Folders from Email Contact Lists”

Using a standard subfolder template for clients helps you and other members of your firm quickly and easily find and manage client documents.

To create a client subfolder template:

1. In Windows Explorer, in the C:\MyContacts folder, create a subfolder called MyTemplates.

2. In the MyTemplates folder, create the sub-folders structure you want to create under each client folder. For example, your subfolder structure may be similar to the following folder structure:

2011

     Annual Tax Return

	     Client Engagement Letters

	     Client Invoices

	     Inbox (Docs to Process)

	     Monthly Financial Statements

		     Outbox (Docs for Client Review)

	     Working Documents

After you create your client subfolder template, export your client subfolder template to a Microsoft Excel file, then create and run a client subfolder template batch file to create a standard set of subfolders under each client folder. For more information, see “Exporting Client Subfolder Templates to Microsoft Excel” and “Creating and Running Client Subfolder Template Batch Files”