Apply folder template
Folder templates are usually created by your system administrator at implementation. They are used to provide basic structure to the files on an entity. Templates can be created at any time, as long as the user has the correct security permissions. You can create folder templates using the the Manage Folder Templates page.
If you apply a folder template to an associated entity which already has a folder template selected, the system will add the new folders to the associated entity without deleting the existing folders. You can Delete Folders, Delete a single Document, or Delete the Selected Documents.
Folder permissions at the template-level are only applied when the template is applied to your entity. If you make adjustments to security permissions on your template, the permissions will not automatically filter down. You will need to re-apply the folder template to your entity for the security updates to take effect.
To apply a folder template:
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Click Apply Folder Template in the Documents toolbar.
The Folder Templates window opens.
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Select the folder template you want to use from the Available Folder Templates field.
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Click Assign Folder Template.
The folder template is applied.