Folder Templates

What folder templates are for

A folder template is a folder with its subfolders already laid out, like a client workspace or a financial year. Use one and you get the whole structure in one click, set up the same way every time.

Templates copy folder names only. They never copy files or permissions.

Creating folders from a template

1. Go to Documents and open the folder you want the new folders in. Stay on All Documents to create them at the top level.
2. Click From Template.
3. Pick a template. Its folders are shown on the right.
4. Change the New folder name if you like. You can see where it will be created underneath.
5. Click Create folders. Documents opens the new folder.

You need permission to add folders where you're creating them.

Ready-made templates

Template	Folders
Client workspace	Contracts & SOWs, Onboarding, Access & credentials, Meeting notes, Reports
Project	01 Brief & scope, 02 Design, 03 Delivery (with Change requests and Status reports), 04 Handover, 05 Invoices
Employee file	Contract & offer, Right to work, Training & certificates, Reviews, Leave & absence, Disciplinary
Compliance audit	Policies, Evidence (with Access control, Backups, Change management, Incident response), Findings & actions, Final report
Financial year	Q1 to Q4, each with Invoices, Receipts and Bank statements

Saving your own template

1. Set up a folder with the subfolders you want.
2. Right-click it, or open its menu, and choose Save as folder template.
3. Give the template a name and, if you like, a description.
4. Click Save template.

Your template appears under Saved by your team, and everyone who uses Documents can create folders from it. Only the subfolders are saved, up to 6 levels deep and 200 folders.

The person who saved a template, and your administrators, can delete it with the bin icon. Deleting a template doesn't touch folders already made from it.

For your IT team

• GET /documents/folder-templates lists ready-made and saved templates.
• POST /documents/folder-templates/from-folder saves a folder's structure. POST /documents/folder-templates/:id/apply creates the folders (name, parentId).
• Creating folders from a template is recorded in the parent folder's activity log.

Where to go next

• Organise Folders and Control Access
• Activity Log and Comments