Overview
Client File Directory Templates give every new client the same organized folder structure, automatically. Think of a master folder as a "blueprint" — each time you create a new client directory, Stax.ai CX copies that blueprint so the folders come out identical every time.
That means no more building the same folder tree by hand, no more guessing where a document goes, and no more missing folders for a client. Required folders like Shared, Notices, and Attachments are always created, which also lowers compliance risk.
When to use it
Set this up if:
You onboard clients regularly and build the same folders each time.
Different team members organize client files differently, and finding documents depends on who set the client up.
You want the Shared folder structure (what clients see) to be consistent across your whole book of business.
Configuration steps
Part 1: Set the root and template folders (admin only)
You must be a team admin to complete this part.
Log into CX and click Settings in the main menu.
Click Advanced, then select Client Folders. You should see options for Root Folder and Template Folder.
Click the Root Folder picker and choose the main folder where all client directories should live. Click Save. The folder name appears in the field after saving.
(Optional but recommended) Click the Template Folder picker and select the folder containing your standard client structure — your blueprint. Click Save. The folder name appears in the Template field.
Tip: Before selecting a template, open it and make sure it contains exactly the folders and files you want copied for every new client. The template is copied as-is.
Part 2: Create a client directory
Once setup is complete, operations users can create client directories.
Go to the Clients section and open the client record.
Go to the Files tab. If no directory exists yet, you'll see a Create Client Directory button. (If a directory already exists, you'll see Client Directory instead.)
Click Create Client Directory. CX now: a. Creates a new folder under your Root Folder, named after the client (special characters are removed automatically). b. Creates a locked Shared folder, with locked Notices and Attachments folders inside it. c. Copies your Template Folder structure, if one is set.
Wait a few seconds. When it finishes, CX opens the new client directory automatically.
What you should see
Inside the new client folder:
Shared
Notices
Attachments
All folders and files from your Template Folder (if configured)
Options and behavior explained
Root Folder — where every client directory is created. Required.
Template Folder — the blueprint that gets copied into each new client directory. Optional, but this is where the real value is.
Locked Shared folders — the Shared, Notices, and Attachments folders are created locked, so the client-facing structure stays intact.
Name collisions — if a folder name already exists, CX renames the new copy automatically (for example, "Folder (2)").
Template changes don't apply backwards. Updating your Template Folder only affects client directories created after the change. Existing directories stay as they are.
Template copy failures are safe. If the template copy fails, the client folder itself is still created — you just won't see the template structure inside.
Troubleshooting
If the template structure doesn't appear in a new client directory:
Confirm the Root Folder is set in Settings > Advanced > Client Folders.
Confirm the Template Folder is set and the folder still exists.
Make sure you have write access to both the template folder and the root folder.
Check for any error messages during creation.
Confirm the client now shows a directory in the Files tab.
If everything checks out and it still fails, contact support with the client name and the time you tried.
Related articles
Files Overview
Navigating and Organizing Files
Uploading and Sharing Files
Save to Project File Automation