FILES: Folder Profiles

What is a Folder Profile?

* Folder Profiles available only for Thrive/Pinnacle plans

A Folder Profile is a predefined folder structure which you can create for a specific type of Contact. You can automatically generate this folder structure inside of a Contact's Shared Folder. This structure can include any number/level of folders and files.

You can use a Folder Profile to automatically generate a folder structure for newly-created Contacts, or you can apply a Folder Profile to an existing Contact.

What can I include in a Folder Profile?

You can create any number and combination of folders and files within a Folder Profile.

IMPORTANT: Files in a Folder Profile are only copied to the Contact when the Contact is created. There is no sync between the Files that are in the Folder Profile, and the Files that exist in the Contact's generated Folders.

How do I create a Folder Profile?

Navigate to Files in the main menu. Then, click Folder Profiles to open that folder.

Once inside of the Folder Profiles Folder, click the New Folder Profile button.

A modal will appear in which you can name your Folder Profile. Fill in the field, then click the Create button.

You just named the new Folder Profile!

Click on the new Folder you have just created. You'll see there is already a default folder structure in place.

You can click on any of these folders and configure them to your liking, by adding new folders and uploading files. This entire structure will be replicated and applied when you apply this Folder Profile to a Contact.

TIP: You can create as many Folder Profiles as you need, so that you can apply them to different types of Contacts. This gives you a great deal of flexibility!

How do I edit a Folder Profile?

If you want to Rename or Delete a Folder Profile, click the dropdown menu beside it to access these options.

To edit the contents of a Folder Profile, simply navigate to the structure you created and you can then change/rename/delete folders and files, just as you would in any other folder.

How do I apply a Folder Profile to a new Contact?

You can assign a Folder Profile while manually creating a new Contact, or with an Intake Form.

Manually Add Contact

Navigate to CRM > Contacts, and click the +Add Contact button.

CLICK HERE to learn about creating Contacts

This option will appear regardless of the selected Role.

CRM Intake Form

Navigate to Forms and click the +Create Form button. When prompted, select CRM Intake Form.

CLICK HERE to learn about CRM Intake Forms

The dropdown menu will appear when you set the Role as a Prospect or Client.

How do I apply a Folder Profile to an existing Contact?

Navigate to CRM > Contacts.

Click the Options dropdown menu of the Contact you would like to add a Folder Profile to, and select Apply Folder Profile.

Choose a Folder Profile from the dropdown menu, then click Apply Folder Profile.

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