Folder templates are pre-defined folder structures that are created in a portal to help with organizing files. Portal provides a default folder template; you can also create custom folder templates, if needed.
To work with the folder templates set up for your firm, do the following:
- 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.
- Do any of the following:
- Create a new template. Click New in the button bar to create a new template. For more information, see Creating Portal Folder Templates.
- Edit an existing template. Select a template in the grid, and then click Edit on the button bar to modify its properties. For more information, see Editing Portal Folder Templates
- Delete a template. Select a folder template in the grid, and then click Delete on the button bar to remove it.
- Copy a template. Select a folder template in the grid, and then click Copy Template on the button bar to open a copy of the selected template to modify any of its properties.
- Print the grid. Click Print on the button bar to display a window of options for printing the grid.
- Search for a template. Click Find on the button bar to display a window where you can search for an item in the grid.
- Click OK.