Creating a Folder Structure or Template

Overview

You can create a folder structure or template using Windows Explorer or Mac Finder. Then you can quickly copy and paste the folder structure to SmartVault using the SmartVault Drive. 

Let's say that you are an accountant, and you want a a folder structure that includes your bookkeeping clients, your tax clients, for non-client related documents, and a monthly folder structure. 

Your folder structure might look like this:

  • Bookkeeping client documents
  • Tax client documents
  • Non-client related documents
  • Monthly folders

Bookkeeping Client Documents

You can create a folder structure to use for your bookkeeping clients, similar to the following:

Tax Client Documents

You can create a folder structure to use for your tax clients, similar to the following:

Non-client Related Documents

You can create a general folder structure to use for non-client related documents, similar to the following:

Monthly Folders

You can create a monthly folder structure to copy and paste under a variety of different folders, similar to the following:

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