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FILES: Folder Generators

Learn how to create and apply folder structures to organize your Unificus contacts and projects.

What is a Folder Generator?

A Folder Generator lets you establish a standardized folder layout tied to a particular Contact type. When you set one up, Unificus can automatically build this folder structure inside a Company or Contact’s “Shared with me” Folder. Your template can contain multiple folders at various levels, along with documents.

Use Folder Generators to instantly populate folder hierarchies for newly-added Companies or Contacts, or deploy them to existing Company/Contact Staff or project records.

What content can I add to a Folder Generator?

Your Folder Generator can hold folders and files in any quantity and arrangement.

Important note: When a Contact is created, files within the Folder Generator are duplicated to that Contact. However, there’s no ongoing connection between the original files in your Folder Generator and the copies that appear in the Contact’s generated folders.

How do I create a Folder Generator?

  1. Go to Files from the main menu, then select Folder Generator to access that section.
  1. Inside the Folder Generators area, click New Folder Generator.

  1. A dialog box will open where you can pick the Generator Type and enter a name.

    • Generator Type: Choose from CRM Contact, Company, Staff, or Project to identify your target audience.
  • Generator Name: Enter your name for the generator and click Create.
  1. Your new Folder Generator is now saved.
  1. Open the newly created folder. You’ll notice a default folder layout is already in place.
  1. Customize any folder by adding subfolders and uploading documents. This whole setup becomes the pattern that gets duplicated when you activate the Folder Generator on a Contact.

Pro tip: Build multiple Folder Generators for different Contact categories to maximize your workflow adaptability!

How do I edit a Folder Generator?

To Rename or Delete a Folder Generator, select the three-dot menu next to it.

To adjust the internal structure of a Folder Generator, go to the setup you built and modify, rename, or remove folders and documents using the standard folder management tools.

How do I apply a Folder Generator to a new Contact or Company?

You can select a Folder Generator when building a fresh Contact/Company, or through a Kickoff Form.

Manually Add a Contact or Company

  1. Head to CRM > Contacts or CRM > Companies, then click +Add Contact or +Add Company.

Learn more about creating Contacts

  1. Pick your Folder Generator when entering a Contact or Company as either a Prospect or Client.

Kickoff Form

  1. Open Forms and click +Create Form. Select Kickoff Form when asked.

Learn more about Kickoff Forms

  1. The Folder Generator dropdown shows up once you assign the Role as Prospect or Client.

How do I apply a Folder Generator to an existing Contact or Company?

  1. Go to CRM > Contacts or CRM > Companies and choose your target record.
  1. Click the Options button (three dots) on the Contact or Company and pick Folder Generator.
  1. Pick your Folder Generator from the list and click Apply Folder Generator.

How do I apply a Folder Generator to a new Staff Member?

You can add a Folder Generator while setting up a new Staff member, or via an update Form.

Manually Add a Staff Member

When creating a new Staff member, click the arrow in the Folder Generator field to view your existing Folder Generators.

How do I apply a Folder Generator to an existing Staff Member?

  1. Go to Flyout > Manage Staff and pick the staff member who needs the Folder Generator.
  1. Click the three-dot menu to open options, select Apply Folder Generator, and pick the appropriate one.

How do I apply a Folder Generator to a new Project?

You can attach your Project Folder Generator to Projects and Project Generators.

For a new Project: When setting up a Project, select your Folder Generator from the dropdown.

For an existing Project: Click the three-dot menu beside the Project and select Apply Folder Generator.

For a Project Generator: Head to Flyout > Projects > Project Generator, click the three-dot menu to see options, and select Apply Folder Generator.