Organising your templates and documents into a logical folder structure is key to maintaining an efficient and streamlined workflow. By using folders, you can group related items, making them easier to locate, manage, and use.
Create sub-folders
Each folder can contain up to 5 sub-folders, allowing for a structured hierarchy.
Click on Add new folder in the left-hand navigation pane.
Enter a Folder name in the pop-up window.
Click Save.
Drag and drop templates or folders
To rearrange templates or folders, simply click and drag them to the desired folder in the left-hand navigation pane. This allows you to easily move items into or out of folders.
Bulk move templates or folders
To move multiple templates or folders at once, tick the checkboxes next to the items you wish to move.
Once selected, drag and drop them into the target folder.
Search for templates
Use the search bar located at the top of the template list to quickly find specific templates or folders.
If you search from the top-level folder, the system will return results from every sub-folder within the entire structure.
If you search within a specific folder, only results within that folder and its direct sub-folders will be shown.