Add folder templates

To simplify the folder structure setup for each client, you can create folder templates. Within the Documents area, we recommend that your top-level folders include the services you provide to the client. Within each of these service folders, you can have an unlimited number of subfolders, which you can add at both the template and client levels.

Add a template

To create a template, follow these steps.

  1. Choose Setup > Folder Templates.
  2. Click New Template, and add folders to your firm's specifications.

    Example

    We recommend the following folder structure.

    • Correspondence
    • Financial Data
    • Reports
    • Statements
    • Accounting Services
    • Payroll Services
    • Consulting Services
  3. To add a subfolder, open the top-level folder and choose New > Folder.

Notes

  • UltraTax CS will automatically create a Tax Return folder when you print tax documents to the Documents area.
  • If your firm is licensed for Onvio Time and Billing, an Invoices folder will be created when you send an invoice to the Documents area from the Review Invoices tab on the Billing screen.

You can drag folders and files from your computer or network into the Templates screen to add them to your folder template.

Apply a template

Apply a template to a single client

  1. Choose Documents, and then open the Client Documents tab.
  2. Select a client, and then add a new folder.
  3. In the New Folder panel, select a template, and then click Save.

Apply a template to multiple clients

  1. Choose Setup > Clients.
  2. Select multiple clients in the list.
  3. Click Edit, choose Add Folders, and then click Next.
  4. Select Create new folder from template from the drop-down list in the New Folder field.
  5. Select a template from the Folder Template field.
  6. Click Next, and then click Done.

Default folder templates

Choose Manage > Properties to set up a default template folder that can be automatically added to new clients based on entity type. You can also rename the folder template and the destination folder name from the Properties panel.

Notes

  • The Default For Clients column displays the entity type for the folder template.
  • You can hover your mouse pointer over the entities list in the Default For Clients column to view a full list of entities selected for the folder template.

When the client is created in the Setup > Clients screen, the template folder and related documents are automatically created in the Client Documents tab of the Documents area based on the selections made for the default template folder.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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