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  1. Document Automation
  2. Document Organization
  3. Auto-create project folders

Set up structured folders for new data entries

Structured folder automation streamlines the creation of organized directory hierarchies and associated documents whenever new records are added to your data entry system. By automatically generating folders and templated files, teams save time on manual setup and reduce the risk of misplaced assets. This approach ensures consistent file organization, simplifies collaboration, and keeps projects on track.

Filter by common apps:

  • TrackVia
  • Google Drive
  • Smartsheet
  • Google Docs