Folder Templates
Define a standard folder structure that is automatically created for every new appraisal.
Every appraisal accumulates documents from the same handful of sources. Carrier-supplied estimates, photos, your own estimate, the signed award, the invoice. If each case starts with an empty document library and you sort files into folders by hand, the structure inevitably drifts. One case has a "Photos" folder, another has "Pics", a third has no folder at all and everything is loose at the root.
A few months in, finding a specific document on an old case becomes a guessing game. Worse, if you ever hand a file off to a VA or co-appraiser, they have to relearn your filing system on every appraisal.
Folder templates fix the drift at the source. Define the folder structure you want once, and every new appraisal you create starts with that exact structure pre-built. Useful for any appraiser who handles more than a few cases a year, and essential for firms where multiple people touch the same files.
Folder templates let you define a standard set of folders that are automatically created whenever you start a new appraisal. This keeps your document library organized and consistent across every case without any manual setup.
What Are Folder Templates?
A folder template is a pre-defined folder structure for your appraisal documents. For example, you might always want folders named "Carrier Documents", "Photos", "Estimates", and "Signed Documents". Define this structure once as a template and it is applied automatically to every new appraisal.
Creating a Folder Template
Go to Account > Folder Templates
Navigate to Folder Templates from the Account section in the sidebar.
Click "New Template"
Opens the template creation dialog.
Name the template
Give your template a descriptive name, for example "Standard Appraisal Folders".
Add folders
Click "Add Folder" to define each folder in your structure. You can create top-level folders and nest sub-folders inside them.
Save the template
Your template is saved and will be applied to new appraisals going forward.
How Folders Are Created Automatically
When you create a new appraisal, AwardLettr checks your active folder template and creates the defined folders in the appraisal's document library automatically. You will find these folders ready and waiting on the Documents tab.
Existing Appraisals
Organizing Documents into Folders
From the Documents tab on any appraisal, you can drag uploaded files or generated documents into any of your folders. You can also select the target folder when uploading a file or generating a document.
Common Folder Structure