Folder Creation SOP

Folder Creation Steps

If a project folder is not already created, follow these steps:

1. Step 1: Open the client drive
2. Step 2: If creating a new client folder, download the folder titled "_FOLDER STRUCTURE (RENAME WITH CLIENT NAME)"
   • Alt: If a client folder already exists, click into the folder structure template and download "REPLACE WITH PROJECT NAME"
3. Step 3: Upload the downloaded template folder into the client drive and rename as the client name
   • Alt: Upload the project folder into the appropriate client folder and rename as the project name

Note: Document templates can be found in the Template Gallery and are categorized depending on need.