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News > Webinar Recording: Magic folder options

Webinar Recording: Magic folder options


 

Learn an easier way to configure the default folders for saving your client files. Click a timestamp below to jump to a topic:

  • Use variables to create a default folder structure  (2:06)
  • Automatically create folders by client name, year, and more  (3:56)
  • Configure exceptions to allow for custom folder paths  (7:25)

Presented by Andrew Little

Date of broadcast: Wednesday, October 4, 2017


 

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