Every row of your table becomes a structured folder on your disk, with your standard documents already filled in with the client's name. The template changes? Your documents update themselves as tracked changes, without ever overwriting your work. Up to 7 trade tools on the ribbon. Non-destructive, no database, no subscription.
Version 1 created the folders. Version 2 also takes care of what goes inside them: your standard documents, already filled in, and kept up to date when your template evolves.
Put a __Model__ folder next to the workbook. Its files become the starting point of every client folder: Word, Excel, PowerPoint, text. Tags such as <$Nom du Dossier>, <$Categorie>… are replaced with the row's values, right down to headers and footers.
The Templates button compares the document already delivered with the corrected template and injects the differences as Word tracked changes : you accept or reject each one. The client's work stays intact, and a time-stamped copy is laid down before any modification.
Ribbon in French or English (automatic or forced), preview of the exact path before every creation, environment checks — paths too long, folder on OneDrive, file still quarantined — and a Report a problem button that prepares the message with the diagnostics.
Nothing to install, nothing to download. Click in the workbook as you would in Excel — one row, or several at once : on the right, your disk reacts exactly as it would on your machine, click after click. A faithful reconstruction of the interface — the real screenshots are just below.
| Client | Category | Status | Subject | Creation date | Time |
|---|
What you have just done in three clicks, the add-in does on your rows and your documents. Get the add-in — €19
No manual to download: the workbook opens on its own illustrated instructions, with the five setup steps you only ever do once.
You click a row, then Create folder. The add-in first shows you what it is about to do, does it, then opens the folder for you. Nothing is overwritten, ever.
The table stays your table: your columns, your filters, your formulas. The add-in simply writes in the creation date and time, in the columns you pointed it at.
A folder already created? The button completes what is missing and leaves the rest strictly in place.
One __Model__ folder placed next to the workbook is enough. Its subfolders describe the tree, its files become the starting documents — and each one arrives personalised for the selected row.
In your Word template, write <$Nom du Dossier> where the client's name should appear. When the folder is created, the document is copied and then adapted to the active row.
It lists the documents applicable to the row's folder, with their status: absent or already present. Only the absent ones are ticked in advance — they are the only ones that cannot overwrite anything.
The client's folder does not exist yet? The form opens anyway, the button becomes Create, and only the ticked documents are created.
This is the one place in the product that touches an existing client file — so it does so with kid gloves: a Word comparison, every difference to accept or reject, and a backup copy laid down before any modification.
Without taking your eyes off the row: create or complete the folder, open it, copy its path, create a document from a template. The menu only appears on a configured workbook.
Up to 7 external tools, each with its name, its icon and its command-line arguments. A tool that is not configured does not appear; if none is, the whole group vanishes from the ribbon.
Each tool points to an executable and, if you want, to a file in the client folder — whose name can carry the same tags as your templates.
No hidden options window, no registry: one Settingssheet, readable, editable, and documented line by line.
A button placed opposite the tree copies the folder structure __Model__ : you draw your folders in Explorer, the workbook falls into line.
A tool that writes to your disk has to be more careful than useful. Here is what is in place so that nothing gets lost.
Only absent items are created. No file and no folder is ever deleted or overwritten — unless you explicitly ask for it in the Templates button.
Any modification of an existing file is preceded by a time-stamped copy in _Sauvegardes. If the copy fails, the operation is cancelled.
Windows blocks beyond 259 characters. The add-in works out the longest path it is about to create, warns as it gets close and refuses beyond it.
A synchronised folder, a network share or an https address do not behave like a local disk: each one gets targeted advice.
A downloaded workbook carries the “mark of the web”. The add-in offers to remove it cleanly, and the tutorial shows the steps in pictures.
Test the root shows what your variables are worth on this machine. Report a problem prepares a message with version, environment and settings.
The complete filling-in of the Settings sheet, replayed line by line.
The complete add-in, ready to use — and if you get stuck, we set it up together over the phone.
Your own advanced functions, developed for your trade.
The basic principle can be sketched in a few lines of VBA. Our guides explain the essential mechanics — and show why a home-made version soon becomes a headache.
The questions asked before buying, and their answers without evasion. Got another one? write to us.
You fill in a row of your table (folder name, category, date…), you click Create the folder in the ribbon: the complete tree is created on your disk, at the locations described in the sheet Settings, and the path is written back into the row. A preview shows the exact path before anything is written.
It is completed, never overwritten. Missing subfolders are added, absent documents are dropped in, and everything already there stays in place. The add-in is non-destructive by design: it deletes no file.
Yes. Put your templates in the folder __Model__ shipped with the workbook and place tags in them such as <$Nom du Dossier> or <$Categorie>. When the folder is created, each document is copied and the tags are replaced with the row's values, including in headers and footers.
The update button replays the merge on folders already created. The differences arrive as Word tracked changes : you accept or reject each change, and a time-stamped backup is made before any modification.
No. It is a macro-enabled Excel workbook (.xlsm): you extract it from the archive, you enable macros, the tab appears. No server, no database, no account, and your data never leaves your machine.
Yes, with one caveat the add-in announces itself: on a synchronised folder, creation is detected and flagged to avoid sync conflicts. Overly long paths (the Windows 260-character limit) are also checked before writing.
No. The custom ribbon and the driving of Word and Outlook require Excel on Windows, version 2016 or newer.
€19 incl. VAT, once, for a lifetime licence. No subscription, no activation to renew. The VBA source is shipped open and commented, and the money-back guarantee runs for 30 days.
Looking instead to set the workbook up once you have bought it? The setup tutorial details every setting, screen by screen.