Main Folders and Subfolders Template ▶ Watch video

Folder Templates let you create predefined structures of folders and subfolders, which can be reused each time a new project or document process is started.

• Advantage: Saves time and ensures consistency in document organization by avoiding having to create folders manually one by one.

Step by Step:

1. Go to the side menu and click Settings.


2. Select the Subfolder templates. option.


3. Click New.


4. Assign a representative name.


5. Assign the code that will remain by default and the color, required document and image if you need them.








6. Click the Save. button.








7. Return to the side menu and click Settings.


8. Select the Main folder templates. option.


9. Click New.


10. Assign the name and color and image if you need them.


11. Select the subfolder template you created earlier if you need it.








12. Once the main folder structure is ready, click Save.


13. To use a template, go to Home, click New main folder, select the template and define the name of the folder set, its code and the permission type it will have.








14. When you enter, you will see that the subfolder is already created automatically.