Folder templates are pre-defined folder structures used to organize files. Portal provides a default folder template for your use. You can also create additional folder templates to better fit your needs. In addition, you can print the list of templates, copy an existing template, delete a folder template, or search the grid for a specific folder template. You can create new folder templates for your portals using the procedure in this topic. For more information about folder templates, see Managing Folder Templates.
There are two ways to create a new folder template:
- Starting with a blank template. If the folder structure of the new template will not be similar to the folder structure of an existing template, it may be most efficient to start with a blank template.
- Copying an existing template. If you have an existing folder template that is similar to the one you want to create, then copying the existing template and modifying the copy may be more efficient than starting with a blank template.
To create a folder template using either of these methods, do the following:
- After logging in to your portal, click the Administration tab on the navigation panel.
- Select Setup > Manage folder templates.
- Do one of the following:
- To start with a blank template, click Add on the button bar.
- To create a template based on an existing one, select the check box next to the template you want to use as the basis of the new template, and then click Copy selected.
- Enter a name for the folder template in the Name box.
- Use the following controls to create, move, and rename the folders in the folder template window.
- Click Save.
| Component | Description |
|---|---|
| Move Up | Click to move a selected folder up in the folder structure. When a folder containing other folders is moved up, the sub-folders are moved with it. You can move a folder up in the level in which it is located, but not to another level. |
| Move Down | Click to move a selected folder down in the folder structure. When a folder containing other folders is moved down, the sub-folders are moved with it. You can move a folder down in the level in which it is located, but not to another level. |
| New folder | Click to add another folder to the new portal template. |
| Rename folder |
Click to open a window that allows you to enter a new folder name for a selected folder. Note: The permanent folder cannot be renamed. |
| Delete folder | Click to delete a selected folder. |
| Set as Default Publish Folder |
Click to select the kinds of files that should be sent, by default, to the selected folder when you are using batch publishing. |