The Default File Module allows Company Owners and Admins to define a standard file and folder structure that is automatically applied to every new account created in your company.
This makes it easy to standardize onboarding, deliverables, and internal workflows - without having to recreate folders or upload the same files repeatedly.
What Is the Default File Module?
The Default File Module acts as a template for new accounts.
When a new account is created:
All folders and files from the Default File Module are copied into that account
Folder structure, file names, sorting, and client access permissions are preserved
The new account starts with a fully configured file system
This is especially useful for agencies or teams that follow a consistent setup across clients.
What You Can Configure
Within the Default File Module, you can:
Create folders and subfolders
Upload files
Rename folders and files
Set file and folder sorting
Configure client access permissions per folder
Star files
Arrange files and folders using drag and drop
Everything you configure here becomes the starting state for future accounts.
What Gets Copied to New Accounts
When a new account is created, the following are copied exactly as configured:
Folder structure
Uploaded files
File names
Folder and file order
Sorting rules
Client access settings (Full Access, View Only, Hidden)
Starred files
Each new account receives its own independent copy of these files and folders.
Important: Changes Only Affect New Accounts
Changes made to the Default File Module do not update existing accounts.
Existing accounts are never modified
Files and folders already created in an account remain unchanged
Updates only apply to accounts created after the change is made
This prevents accidental overwrites and ensures full control over live client data.
Who Can Manage the Default File Module?
Only users with the following roles can access and modify the Default File Module:
Company Owner
Company Admin
Other team members and clients cannot see or edit this configuration.
Best Practices
Use the Default File Module for:
Standard deliverables
Internal templates
Onboarding documentation
Reusable assets
Review the module before creating new accounts
Make changes intentionally, knowing they only apply going forward
Keep internal-only folders marked as Hidden to prevent accidental client visibility
Summary
The Default File Module is a reusable file and folder template
It is automatically applied to all newly created accounts
Existing accounts are never affected
Sorting, permissions, and structure are preserved exactly as configured