Organising your SuiteFiles Templates as Categories

Organising Templates as Categories

File and Email Templates can be added to categories for better organisation. Folder templates cannot do this. To create a new category, click on the + symbol next to Categories on the left-hand panel. 


To add templates to these categories, click on the three dots to the right of the template name and hover over Add to Category. This will bring up a list of all the categories you have created and you can select which category you'd like to add the file to from there.

Please Note: that Templates for Folders cannot be categorised.