Planning your folder structure

Before you begin setting up your folder structure, it’s a good idea to look at your current process, access restrictions in place for certain entities or groups and how your current system folder structure is set up.

If you have a lot of users that require different access levels to the folders and/or you need to set up a more complex folder structure, its worth documenting it first.

Based on the example given of a firms folder structure, this is how it might look:

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