Creating Folder Templates for Recurring Workflows with EZFolders
If your team runs the same workflows every month, quarter, or client engagement, you probably spend too much time recreating folder structures from scratch. Finance teams prepping monthly reports. HR onboarding new hires. Project teams launching new sprints. The work changes — the folders usually don’t.
EZFolders makes it easy to turn those repeatable processes into CSV-based folder templates you can reuse anytime. Upload one file, generate the entire structure in seconds.
Here’s how.
What Makes a Good Folder Template?
A good folder template reflects a process you repeat frequently, with a clear structure and consistent naming. You can set it up once in a spreadsheet, then duplicate it endlessly.
Use cases include:
Monthly finance reporting
New employee onboarding
Client project setup
Quarterly audit prep
M&A data room structuring
Each row in your CSV represents one folder path. The columns define each level in the folder hierarchy:
| Parent Folder Name | Sub Folder Level 1 | Sub Folder Level 2 |
|---|---|---|
| 2025_Q2_Reporting | Finance | Receipts |
| 2025_Q2_Reporting | Finance | Invoices |
| 2025_Q2_Reporting | Legal | Contracts |
| 2025_Q2_Reporting | Legal | Approvals |
Example: Team Onboarding Folder Template
| Parent Folder Name | Sub Folder Level 1 | Sub Folder Level 2 |
|---|---|---|
| New Hire – John | HR | Contracts |
| New Hire – John | Training | Week 1 |
| New Hire – John | Training | Week 2 |
| New Hire – John | Projects | Starter Tasks |
Example: M&A Client Folder Template
| Parent Folder Name | Sub Folder Level 1 |
|---|---|
| AnyCyber Internal Data Room | Corporate |
| AnyCyber Internal Data Room | Finance |
| AnyCyber Internal Data Room | HR |
| AnyCyber Internal Data Room | Tech |
| AnyCyber Internal Data Room | IP |
| AnyCyber Internal Data Room | Sales and Marketing |
| AnyCyber Internal Data Room | Customers |
This is a perfect starting point for law firms, VCs, or legal ops teams onboarding new clients or launching due diligence prep. Just update the client name and upload the CSV — your data room is ready in seconds.
Build Once. Reuse Forever.
Instead of rebuilding folder structures manually or relying on scripts, EZFolders lets you store your processes as simple spreadsheets. Keep templates for each workflow and upload them whenever you need to generate a new workspace.
Fast. Repeatable. Error-free.
