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Create Vault and Folder Templates

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AT_all_no_tax.JPG

 

Overview

 

You can create vault and folder templates using Windows Explorer or Mac Finder. You can then copy your vault and folder templates up into SmartVault using the SmartVault Drive. Then, each time you need to use a vault or folder template, you can then use the SmartVault Drive to quickly build out new vaults and folders by copying and pasting your template structure using the SmartVault Drive.

Guidance

For example, assume that in you are an accountant, and you have a one folder structure you want to use for your bookkeeping clients, one folder structure you want to use for your tax clients, one general folder structure you want to use for non-client related documents, and a monthly folder structure that you want to be able to copy and paste under a variety of different folders.

In this scenario, your bookkeeping clients folder template is similar to the following structure:

2014_Feb_BookkeepingClientTemplate.png

Your tax client folder template is similar to the following structure:

2014_Feb_TaxClientTemplate.png

Your general folder template is similar to the following structure:

2014_Feb_GeneralTemplate.png

Your monthly folder template is similar to the following structure:

014_Feb_MonthlyFoldersTemplate.png

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