Import Folder Structure Template

If a folder structure template has been created in Admin mode (Standards & Libraries), you can import it into your project/shell document manager to quickly create a predesigned structure of folders and subfolders. You can import the folder structure template into the root project/shell Documents or Company Documents node or into any subfolder.

To import a folder structure template:

  1. In the project/shell or Company Documents node, navigate to the target folder (or the project/shell Documents root node) into which you want to import the new folder structure.
  2. From the toolbar, click Actions, select Import, and then select 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.

Last Published Friday, April 11, 2025