Creating Folder Templates

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How to create a folder template

Create your folder structure you would like to save. Please note that this can include subfolders and documents. Once this is ready: 

  1. From within the folder click on the folder or the drop down arrow beside it.  

  2. Click the "Save as Template" button to save this folder structure as a folder template.


Including files in folder templates

You can have as many levels of sub-folders as you'd like in your folder template. If there are any files in the folders then these will also be saved in the folder template and will be copied when the folder template is used.

Editing folder templates

You can't directly edit folder templates. To change the folder template structure - for example if you need to add a new financial year folder - you will need to create a new folder structure following the steps above and create a template of this new folder.

Please note: if you would like to edit a template structure and want these new folders included for previous client folders, you will either have to add these folders manually or request a client folder generation where we can bulk create these for you.