Skip to content
Log inSign up
Templates
Create filings subfolder inside each client folder automatically

Create filings subfolder inside each client folder automatically

Your client folders often lack a dedicated filings subfolder, leaving legal and billing documents unorganized and hard to find. This ensures a consistent Filings subfolder so operations and billing staff find documents same day.

Create filings subfolder inside each client folder automatically

Overview

Create filings subfolder inside each client folder automatically