MSF Associates — Folder Builder

Client Details

Enter details to generate the folder structure preview

Client Type

Client Reference

Client Name

Year End Date

Number of Years

Folder Structure

Tick the folders to include in the export

📁 Fill in client details above
to preview the folder structure

Folders Selected

—

fill in details above

Templates

Customise the default folder structure for each client type. Changes sync for all users.

How to Use

Extract the ZIP and copy the folder structure to SharePoint.