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Edit Folder Templates

Overview

Applies to:

SmartVault Tax and Accounting plans

Although folder templates apply to both Tax and Accounting plans, some non-tax templates may be empty for tax customers.


Folder templates are used to create the folder structures in your account and only apply to the folders that are created for actions such as adding a client, creating a new engagement, or adding an employee. For every folder template, you can do the following:

• Adding folders

• Rename folders

• Delete folders

• Change permissions on a folder. 

Steps

 

  1. Login to your SmartVault Dashboard
  2. Click on icon Manage Folder Templates as shown below:

    manage_folder_template_icon.png
     
  3. Click on View and edit templates CP_view and edit template icon.jpg icon for the template you'd like to edit. For this example, we'll be editing the template designated for a Payroll engagement (the folder structure you'll see when you create a Payroll engagement).

    view_edit_templates.png

    When you edit the template, it displays all of the folders that SmartVault uses when you create a Payroll Engagement.

    edit_template.png

Adding Folders

  1. To add a folder, click the gear  icon next to the Payroll yyyy folder and select New folder. This creates a new folder underneath it, appropriately labeled 'New Folder'.

    adding_new_folder.png

Renaming Folders

  1. To rename the folder labeled 'New Folder,' click the gear  icon next to it and select Edit folder.
     
  2. Under Name, rename the folder. Click the  icon to Save changes to your edit.

    renamed_folder_save_changes.png
     

Changing Permissions

  1. To change permissions for a specific folder, under Access, set the groups who can access this folder and the level of access each group should receive. Click the icon to add a group, and click each checkbox to set what the group can access. 

    CP_access_folder_templates.png
     
  2. Click Save changes.
  3. Click Save changes on the template page.
  4. Enter a description for the change you made. In this example, we'll enter "Added a Folder Entitled Renamed Folder to the Payroll Engagement Template. Check the Apply now box if you'd like SmartVault to make the changes to your folders immediately. Click OK.

    CP_enter_description.png
     
  5. After some time, all of the clients with a Payroll engagement will reflect the changes.

Deleting Folders

  1. To delete a folder from a template, click the gear  icon next to the folder you'd like to delete. Select Remove folder.

    CP_remove_folder_folder_templates_redmarks.PNG
  2. Click OK to delete the folder
  3. Click Save Changes 
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Last modified
11:51, 17 Oct 2017

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