Templates scaffold a client's folder tree. New clients get one automatically based on entity type. Clients can add, rename, or remove folders afterward without breaking the template link — and template changes can be pushed to existing clients, never overwriting their custom folders.
Auto-create each year
A new {year} folder appears every January 1 — no setup, no blank year-one trees.
Auto-file document types
AI-classified uploads land here without review when confidence clears your threshold.
Source documentW-21099K-1Bank statementReceipt
Portal-visible by default
Off — documents here stay internal unless explicitly published. The "Client Shared" folder flips this.
Retention overrideLongest applicable policy always wins.7 years
Who can see this folderAll staff · or restrict by role/office.All staff
Template behavior
Default for entity types
New clients of these types get this tree on creation.
LLCS-CorpC-CorpPartnershipPLLCPCNonprofit
Last edited by Dana Whitfield · Aug 11 · 3 unpushed changesView change logPush to 38 clients…Adds new folders to all 38 clients on save. Renames follow. Client-added custom folders are never touched; folders with documents are never removed.
Push "Business Client" to 38 clients?
New folders are added and renames are applied across all matching clients. Folders a client renamed themselves are left alone, and folders that contain documents are never removed.