Client Templates are used to define a Client folder structure. Once defined, this folder structure can be applied to all existing and any new Clients created in Nimbus, or can only be applied to any new Clients.
They are defined by Entity Type, so that it is possible for example, to have one folder structure (template) for Individuals, another for Company's etc. The system default template acts as a "catch all" for any Clients for which there is no specific entity type template.
The "Re-Apply" button applies the folder structure to all client entities matching the Client template.
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If you are using AutoMate, your local server folders are synced to match. |
To change your Client Templates:
1. Log into your Nimbus account as an Admin user, select the Templates option on the left menu, then go into Client Templates
2. If you wish to change the folder structure for all Clients, click the blue edit arrow icon for the <Default> Entity Type, then click the Folders tab; otherwise click the Blue edit arrow icon to edit the relevant Client Template
3. Change the folder structure by adding new folders and even sub folders 
4. Click the Re-Apply button. All new Clients will now be created with this folder structure.
5. If you wish to change the folder structure for a particular entity type, you will need to have a template for the Entity Type. Repeat steps 3 - 5 above to change the folder structure for a particular Entity Type.
Applying a Trigger Email Job to a folder
Once you have your customised folder structure setup you can now add a Trigger Email Job to a folder. This will then trigger an email job to be created and potentially sent when a file is uploaded to this folder.
Click the Folder icon that you wish to add a Trigger Job to. The folder properties dialog will display.
Click the Trigger Job field, and then navigate and select the relevant Webform Template.
Click the Update button.
Then click the Re-Apply button.
The system will now trigger this Webform Template and run an email job each time a document is placed into a Client Folder that matches the Client Template / Folder Structure.
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