Client Folder Templates

Owned by Renaldo Figueiredo (Unlicensed)
Last updated: May 31, 2021 by Debby Gibson
3 min read

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.

Nimbus has a default template that can be applied to ALL Client Entities, or you can create separate templates, based on the Entity Type of the Client (e.g.: Individuals, Companies, Trusts, etc).

If you set up different templates for your Entity types, it will allow you to have one folder structure (template) for each Entity type e.g.: 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.

If you are using AutoMate, your local server folders are synced to match.

Watch the Video:

To change your Client Templates:

  1. Log into your Nimbus account as an Admin user, select the Templates option on the left menu, then select 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.  Remember to ensure you set the Folder Properties (click the blue edit arrow for the respective sub-folder).

  4. Click the Re-Apply button. Any changes made will be applied to all Client Entities which belong to the template AND 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.

  1. Click the Folder icon that you wish to add a Trigger Job to. The folder properties dialog will display.

  2. Click the Trigger Job field, and then navigate and select the relevant Webform Template.

  3. Click the Update button.

  4. Then click the Re-Apply button.

  5. 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.



Related articles