Add a Folder Template

Create folder templates to use across your organization.

To add a folder template:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Files, and then select Folder Templates.
  3. On the Folder Templates page, select Add, and then enter a Template Name.
  4. Select Save.

Tip

Select the template name to edit your template.


Last Published Monday, September 15, 2025