EZFolders lets marketing agencies create a full, standardized client folder structure in Google Drive or Dropbox with one click. Upload a CSV template and generate every folder you need—no manual setup, no errors, no wasted time.
Free folder template
Download the ready-to-use structure below and import it into Google Drive, Dropbox or SharePoint in one click.
Pain Points
- Manual folder setup for each client wastes hours.
- Inconsistent folder structures cause confusion and lost files.
- Onboarding new clients is slowed by disorganized digital assets.
- Hand-duplicating and renaming folders leads to errors.
Folder Structure
Agencies use a reusable folder template for every client. A typical structure includes:
- Onboarding
- Drafts / Work-in-Progress
- Deliverables / Final
- Archive
- Reports
- Content / Creative
- Contracts / Admin
Subfolders separate active and archived work. Consistent naming conventions (dates, client prefixes, versioning) keep files organized and searchable.
CSV Download
Download the agency client folder template CSV and upload it to EZFolders to create this structure instantly in Google Drive or Dropbox.
Benefits
- Standardize every client’s folder tree—no more manual copying.
- Automate folder creation for new clients in seconds.
- Universal layout: any team member can find files fast.
- Reduce onboarding time and eliminate setup errors.
- Keep client work separate from internal assets.
How to Use EZFolders
- Download the CSV template.
- Upload it to EZFolders.
- Select Google Drive or Dropbox.
- Enter the new client’s name.
- EZFolders creates the entire folder structure instantly.
FAQ
- Can I customize the folder template? Yes, edit the CSV before uploading to match your agency’s needs.
- Does EZFolders work with both Google Drive and Dropbox? Yes, you can choose either platform for folder creation.
- Is the folder structure reusable for every client? Yes, use the same template for each new client.
- Are naming conventions enforced? EZFolders creates folders as named in your CSV, supporting your conventions.
- Can I separate archived and active work? Yes, the template includes Archive folders for clear separation.
- Do team members need access to my account? No, folders are created in your agency’s shared Google Drive or Dropbox.
Frequently asked questions
Can I customize the folder template?
Yes, edit the CSV before uploading to match your agency’s needs.
Does EZFolders work with both Google Drive and Dropbox?
Yes, you can choose either platform for folder creation.
Is the folder structure reusable for every client?
Yes, use the same template for each new client.
Are naming conventions enforced?
EZFolders creates folders as named in your CSV, supporting your conventions.
Can I separate archived and active work?
Yes, the template includes Archive folders for clear separation.
Do team members need access to my account?
No, folders are created in your agency’s shared Google Drive or Dropbox.