Create a default folder structure

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.