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Created by Guest
Created on May 9, 2025

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Allow templates for folders

Allow templates for a folder to be replicated for all similar clients. For example a Permanent File is common to all clients and all accountants so would save an enormous amount of time having to replicate the Permanent File folder structure on each client

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  • David Martinelli
    May 23, 2025

    Hi Rennie,

    I hope you are well.

    I subscribe to your idea.

    If I may, there are similar ideas relating to the general improvement of the managing of folders within BM. Just by looking at the column on the left of this box, there are a three that I can see:

    • default document folder structure

    • we should be able to specify a default folder structure for all clients

    • saved reports folder structure

    Hopefully, this comes to fruition soon! :-)

    Many thanks,


    David M

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