Your recurring folders, set up in advance
Folder templates
Every sale, ready in advance
The “Company sale” template prepares the approval of the mandate, the seller’s financial documents, the approval of the memorandum and of the letter of intent, then the due diligence documents, with their due dates.
- Planned items, in order
- Due dates that fit each folder
- Your own templates, shared with your firm (Premium)
Replaces: Copy-pasting an old folder · Paper checklist
You write your requests once for all your clients
A sequence of posts, saved once
A folder template records the sequence of requests, sign-offs and choices of one kind of folder, in the order they unfold. When a folder is created, that sequence waits for the team in the composer, ready to go.
Two levels, nested
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The post template
From the composer, “Save as template” (with Premium) keeps the text, the resources (document request, decision, sign-off, checklist, form), the groups who read it and any attached files. Variables (folder subject, person in charge, participants, workspace, today’s date) take the folder’s values when used. When you save, a client’s name left in the text is spotted and can be swapped for its variable in one click.
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The folder template
An ordered sequence of post templates. You choose it, optionally, when creating the folder, then the wizard runs through its posts: each one is kept or dropped with a tick box.
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The preparation
The posts you keep wait above the composer (“N planned posts”), visible to the team only. “Prepare” fills the composer with the folder’s values at that moment, clients added since included. Nothing goes out until you publish.
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The deadlines
They are stored as a number of days and counted again from the day you use the template.
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The team
A template is personal until you share it. The folder templates provided for each trade can be browsed in a catalogue, then imported as a copy of your own workspace.
In practice
Building and renovation. The “Maison individuelle” template lines up the planning documents, the sign-off on the plans, the contract signature, the choice of façade and variation no. 1. “Salle de bain”, for a tradesperson: photos of the existing room, choice of finishes, sign-off on the quote.
Accounting and law firms. “Clôture annuelle” chains the closing documents, the stock count and the sign-off on the annual accounts. “Contentieux” chains the fee agreement, the dispute documents, the hearing preparation and the sign-off on the pleadings.
These sequences are starting points: read them through and rewrite them your way before using them.
What it does not do
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Nothing sends itself.
The template prepares, you publish.
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It keeps nothing that belongs to one folder
No people named or mentioned, no pin, no document an approval asks to sign off. Recipients are chosen when you publish. An appointment, a milestone or a place stays in the template, its dates counted again from the day you use it.
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It does not act on the past.
Editing a template does not change what has already been prepared or published in a folder.
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On the Free plan
Catalogue templates can be imported, but stay fixed: usable as they are, with no editing.
Related reading
A template is only as good as what it contains: see the document requests, the sign-off and the choices that make it up. To see what such a sequence looks like in a real trade, open the page for home builders or accountants.
Folder templates, in other lines of work
More features for your line of work
Your next folder, with nothing lost along the way
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