Import a folder structure template (Standard View)

If a folder structure template has been created in the Administration Mode standards and libraries, you can import it into your project or shell document manager to quickly create a pre-designed structure of folders and subfolders. You can import the folder structure template into the root project or shell Documents or Company Documents node or into any subfolder.

To import a folder structure template (Standard View)

  1. In the project or shell or Company Documents node, navigate to the target folder (or the project or shell Documents root node) into which you want to import the new folder structure.
  2. Click the Actions menu and choose Import > Folder Structure Template. The Select Folder Template window opens.
  3. Select a template from the drop-down list.
  4. You can preview the template structure by clicking the Preview button.
  5. When you are ready to import, click Import. The folders and subfolders defined in the template are created within the target folder you selected.


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Last Published Monday, April 11, 2022