Subscribing to a Folder Template
The process of subscribing an entity to a is the same for all entity types. However, the location where you subscribe to the template varies by entity type.
To subscribe an entity to a folder template, do the following:
- Go to the folder templates subscription window for the entity type.
- Firm
- Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
- Click Document > Folder Template > Assign to Firm on the navigation panel.
- Office
- Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
- Click Organizational Units on the navigation panel.
- On the Offices tab, select the office to configure options for, and then click Open.
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Click Document on the navigation panel.
- Business unit
- Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
- Click Organizational Units on the navigation panel.
- On the Business Units tab, select the business unit to configure options for, and then click Open.
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Click Document on the navigation panel.
- New client entities
- Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
- Select New > Client in the Create group on the Home tab.
- Select a client template to use for the new client, and then click Continue.
- Enter required profile information for the new client.
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Click Document on the navigation panel.
- Existing client entities
- Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
- Double-click the client name in the client list to open the Client Profile window.
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Click Document on the navigation panel.
- New non-client entities
- Open Dashboard, click Application Links on the navigation panel, and then click Non-client Manager under Clients.
- Click New > Non-client in the Create group on the Home tab.
- Enter the required profile information for the new non-client entity.
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Click Document on the navigation panel.
- Existing non-client entities
- Open Dashboard, click Application Links on the navigation panel, and then click Non-client Manager under Clients.
- Double-click the non-client entity name in the list to open the entity's profile.
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Click Document on the navigation panel.
- In the Managed folder templates section, select the template you want to subscribe to for this entity.
- If needed, create or edit custom folders set up for the entity in the Folder preview section.
Add Custom Folder | Creates a new custom folder in the selected folder. |
Rename Custom Folder | Opens the window where you can rename the selected custom folder. |
Delete Custom Folder | Permanently removes the selected custom folder. |
Change Custom Folder Color | Opens the Select folder color window so you can apply a color to the selected custom folder. |
- In the Extended folder templates section, select the template you want to subscribe this entity to.
- If needed, create or edit custom folders set up for the entity in the Extended folder preview sections.
Add Custom Folder | Creates a new custom folder in the selected folder. |
Rename Custom Folder | Opens the window where you can rename the selected custom folder. |
Delete Custom Folder | Permanently removes the selected custom folder. |
Change Custom Folder Color | Opens the Select folder color window so you can apply a color to the selected custom folder. |
- Click OK.