apply templated subfolder to templated folder

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  • Updated 6 months ago
We have a basic templated folder structure that we apply to each of our new clients when we onboard them. One of those folders is called 'Workpapers.' We then have a very specific annual workpaper index folder that we want to add each year, at the beginning of the year. However, when we try we get the message that you can't add a templated subfolder to a templated folder. I can't believe that is the case?? What am I doing wrong?
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Travis Huisman

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Posted 6 months ago

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