7/9/2023 0 Comments Default folder x user guide![]() ![]() Delete folders: Click the three dots to the right of the folder, then Delete.ģ.Rename a folder/subfolder: Click the three dots to the right of the folder, click Edit, name the folder, then click Save.Change the visibility of a top-level folder: Click the three dots to the right of the folder, click Edit, select the privacy/access level, then click Save.Create a subfolder: Click the three dots to the right of the top-level folder, click New Folder, name the folder, then press enter on your keyboard.Create a new top-level folder: Click Create folder, name the folder, select the privacy/access level ( Private, Client can view or Client can view and edit), then click Submit.Your options in the Create Folder Template window: You can rename, edit and delete these and make as many top-level folders as you need. In the Create Folder Template window, you’ll see three top-level folders ( Client uploaded documents, Firm docs shared with client and Private). Or access this page by adding the Apply folder template automation while creating or editing a pipeline, then clicking New template.Ģ. To create a folder template, go to Settings in the left sidebar, select the Templates tab, open the Folders subtab, then click CREATE TEMPLATE. Viewing and learning everything you need to know about TaxDome.įolder templates are created by a firm owner, admin or any team member with access rights to manage templates.ġ. Click SAVE.įor more helpful how-to videos, visit TaxDome Academy, our free online hub for Create new accounts without default folder templates : Go to Settings, select the Firm Settings tab, then click the x in the Default Folder Template section.Create a new folder template to use as the default: Go to Settings in the left sidebar, select the Firm Settings tab, then choose the template you want to use as your default in the Default Folder Template section.Make changes to the template by editing, deleting and adding folders and subfolders. Edit the Default Tax Years template: Go to Settings in the left sidebar menu, select Templates in the menu bar, go to Folders, then click on Default Tax Years.There are three ways to handle the default folder template: Both firm owners and admins have the access to do this. You’ll want to either edit the default folder template or create a new folder altogether to set as the default so that you have the folder structure you want to organize each client account documents. When you add new accounts to TaxDome (manually or via import), each automatically gets a folder template named Default Tax Years. Auto-Uploading Documents to Accounts With Folder Templates.Editing Folder Templates (Adding a New Tax Year Subfolder, etc.).Apply Folder Templates to Accounts via Automation.Apply a Folder Template to Multiple Accounts.You can even be super proactive and include the documents and forms your clients will need inside them. Have folder templates ready to go to quickly apply to new and existing accounts. Set to False to obtain the previous behavior. This is # provided solely to allow old test images to remain # unchanged. rc_context ( #pcolor.shading: auto #pcolormesh.snap: True # Whether to snap the mesh to pixel boundaries.
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