Folder Structure Profiles


​The ability to create a pre-set Folders Structure, and even include files in that structure. Then, you’ll give that a name, which will create it as a Profile. After that, when you add new Companies/Contacts, you’ll have the ability to apply that Folder Structure Profile to that Company/Contact, and the result will be they will automatically have that structure in place from the second they are added.

Client Portal Software Integrations