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okay well hi everyone and welcome along to todays training session my name is roshni and i head up customer success here at sleep files and today im going to be taking you through templates setup and so this webinar is perfect for anyone within the team who is responsible for just helping everyone be organized so were going to be covering off folder template setup and were going to be looking at basically how you create a subfolder structure for all of your new clients or your new financial years so everyones got the same structure and its all nice and consistent well also take a look at setting up file and email templates and that will enable you to fetch client information from xero practice manager workflowmax or xerotax and then finally well take a look at how you can manage all of these templates via the template manager and also give other staff access to this if you need to so ill share my screen and well get underway so here you should just see my sweet files site and