How do I manage client folder structures?

 Problem

Understanding how the client folder structure works in Nightingale

We recommend setting up the client folder structure before adding clients. However the “Apply to Clients button in step three will add any missing folders to the clients that don’t already have them.

 Solution

To be able to take advantage of this feature, it is essential to set it up before adding clients.

1. Organisation Settings > Clients > Client Folder Structure
   

   

2. Then create the folders that you would like as standard across all clients
   

   

3. You can use the Apply to Clients button to add any missing folders to the clients that don’t already have them.

   

   
   NOTE: (If the file does not exist, it will be created for all clients. If clients already have the defined folder(s), it will not do anything.)
   

4. And next time a new client is added, that structure will be pre-built in the client’s files
   

   

• Another folder layout version:
  

  

 Related articles

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