Create & apply folder templates

Table of Contents

Create folder templates
Apply folder templates
Set default folder template
Edit folder templates (adding a New Tax Year subfolder, etc.)
Delete folder templates

Folder templates let you create reusable folder structures for organizing client documents—including any files and forms clients will need. Apply them to new or existing accounts manually or through pipeline automations .

Create folder templates

Note

Folder templates can be created by a firm owner, an admin, or any team member with Manage templates access right .

To create a folder template, go to Templates > Firm templates from the left menu bar, open the Folders subtab, then click Create template.

Or access this page by adding the Apply folder template automation while creating or editing a pipeline, then clicking New template.

For a description of each field and option, see folder template field reference .

Apply folder templates

Applying a folder template builds the template’s folder structure on a client account — only folders missing from the account are added; existing folders and documents are left in place.

Note

To apply a folder template, you must be a firm owner, an admin, or any team member with the Manage documents access right .

To one account

On the client account’s Docs page, open the Docs tab, then click Apply folder template.
Click the Folder template field, select a template from the drop-down, then click Apply.

To multiple accounts

Go to Clients > Accounts from the left menu bar.
Select the checkboxes of the accounts you want to apply the template to.
Click the three dots to the left of More actions, then click Apply folder template.
Add more accounts if needed by typing a name, ID, or email address into the search field.
Click the Folder template field, select a template from the drop-down, then click Apply.

To new accounts

You can apply a custom folder template as you create new accounts manually or via import .

Via automation

To apply folder templates automatically when a job enters a pipeline stage, see Apply folder templates automatically .

Note

Applying a template does not update the privacy levels of folders that already exist in the client account. All new accounts also include a hardcoded top-level Client uploaded documents folder with the Client can view and edit

access level — always added regardless of the template. If this folder is renamed in a template or in a client account, it won’t be recognized as the same folder when applying templates. For folders to merge, both the name and access level must match exactly.

Set default folder template

When you add new accounts to TaxDome (manually or via import), each automatically gets a folder template named Default Tax Years. Firm owners and admins can change this in three ways.

Edit the Default Tax Years template

Go to Templates > Firm templates from the left menu bar.
Open the Folders tab, then click Default Tax Years.
Edit, delete, or add folders and subfolders as needed.
Click Save & Exit.

Set a different template as the default

Go to Settings > Firm settings from the left menu bar.
In the Default folder template section, choose the template you want to use.
Click Save.

Disable the default folder template

Go to Settings > Firm settings from the left menu bar.
Click X in the Default folder template section.
Click Save.

Edit folder templates (adding a New Tax Year subfolder, etc.)

To make changes to a template, go to Templates > Firm templates from the sidebar menu. Go to Folders, then click on the folder template name.
Make changes to the folder template and click Save & Exit to finalize the template—the Save option keeps your changes but leaves the template open for further editing. You can add or delete folders in any of the three locations (Private, Firm docs shared with client and Client uploaded documents).

For a description of each field, see folder template field reference .

Note

The changes you make to a folder template will not be reflected elsewhere. You’ll need to apply the updated template to the client account profile to see the changes. And previously created folders will not be deleted.