Editing Portal Folder Templates
Use the procedure below to make changes to existing folder templates. For more information folder templates, see Creating Portal Folder Templates or Portal Folder Templates Overview.
- Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
- Click Portal > Folder Template on the navigation panel.
- Select the folder you want to edit from the grid.
- Click Edit on the button bar.
- Do any of the following as needed in the Collaboration Folder Template window:
- Rename the folder template. Click into the Name box, and edit the name as needed.
- Add a folder. Select the folder that will hold the new folder. Then, click New Folder. Enter a name for the folder, and then press Tab on your keyboard.
- Rename a folder. Select the folder you want to rename, and then click Rename Folder. Enter a new name for the folder, and then press Tab on your keyboard.
- Delete a folder. Select the folder you want to delete, and then click Delete Folder to remove it. Click Yes to confirm the deletion.
- Change the order of folders. Select a folder that you want to move, and then click Move Up or Move Down to change the position of the folder in the template. When a folder containing other folders is moved, the sub-folders within it are moved as well. You can move a folder up or down in the same level in which it is located, but not to another level.
- Click OK.