Folder Templates (Basic): Create & Apply

Folder templates streamline the process of making sets of folders to organize your client documents. Have folder templates ready to go to quickly apply to new and existing accounts. You can even be super proactive and include the documents and forms your clients will need inside them.

Folder templates streamline the process of making sets of folders to organize your client documents. Have folder templates ready to go to quickly apply to new and existing accounts. You can even be super proactive and include the documents and forms your clients will need inside them.