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Create folders in bulk

April 9, 2025

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The Bulk Folder Upload is designed for customers who want each of their clients to have their own folder within their account. The Bulk Folder Upload will add your client users to your account, provide them with login information, and create folders for each client to access.

The following information provides the steps necessary to create folders in bulk.

Download the Bulk Folder Upload template. Click this link to download.
Enter the following information in the provided columns:
- EmailAddress
- FirstName
- LastName
- Company - Optional can be left blank
- Password - This is no longer an option. Please leave the password column on the spreadsheet, but do not enter any info into any of the client’s fields.
- FolderName
  
  Note:
  
  When filling out the spreadsheet do not change the spreadsheet name or any of the column titles. This will cause an error in the upload.
Identify the following information:
- Which root-level folder the new client folders will be created under
- Who will be the Owner of the new Folders (either you or another Employee)
- Which permissions and settings the client users should have. These include:
  - Add the user to the company Shared Address Book
  - Users can download from their folders
  - Users can upload from their folders
  - Can delete
  - Users are Folder Administrators
  - Users can receive download notifications
  - Users can receive upload notifications
Once you fill the spreadhseet and have the above information identified, contact Support to have the folders created.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create folders in bulk

April 9, 2025

Contributed by:

April 9, 2025

Contributed by:

Create folders in bulk

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