# Folder Set

Creates folder structures within document libraries by processing rows from an Excel file.

Filename pattern: filename must contain folderset (case-insensitive).
Example: 20240115 folderset setup.xlsx

# Columns

Name Required Description
Url / DoclibUrl Conditional Server-relative or absolute URL of the target document library. Required when MatterCode is not provided.
MatterCode Conditional Matter identifier. Required when Url is not provided. Applies the folder structure to all of the matter's document libraries.
ClientCode No Client identifier used together with MatterCode to resolve the matter.
Folder / Folders Conditional Semicolon-separated folder paths to create directly. Required when FolderSet is not provided.
FolderSet / FolderSets Conditional Name of a named folder configuration template defined in config.json. Semicolon-separated to reference multiple templates. Required when Folder is not provided.
Properties No Any additional columns are passed as properties to the folder configuration for template substitution.

Either Url or MatterCode must be provided. Either Folder or FolderSet (or both) must be provided.

# Behavior

Folder and FolderSet can be combined in the same row — named templates from FolderSet are processed first, then the inline paths from Folder are appended.

When MatterCode is used, the folder structure is applied to all document libraries registered for that matter.

Last Updated: 4/20/2026, 12:54:05 PM