Create 'default folders' to easily and quickly add the same folder structure to different entities.
Having the same folder structure within different entities makes it easier to search/find documents and ensures that you can work in a more structured way.
Once you have created a default folder structure that suits your organizational needs, you can:
- easily apply a default folder across multiple entities simultaneously; and
- easily update existing default folders for all entities.
Click on the tutorial below to learn how to create a default folder structure.