Copying Folder Templates

You can copy an existing folder template to use as the basis for a new folder template. You can then modify the copied template as needed.

Note: This feature is available to firm administrators and to firm users who have been granted administrative rights. It is not available to portal administratorsClosed A portal user with permission to create other portal users. or portal usersClosed A person employed by, or who represents, the client. A portal user with permission to create other portal users is known as a portal administrator. Portal users can be created by portal administrators or firm administrators..

To copy a folder template do the following: 

  1. After logging in to your portal, click the Administration tab on the navigation panel.
  2. Select Setup > Manage folder templates.
  3. In the grid, select the check box for the folder template that you want to copy.
  4. Click Copy selected. The Add Folder Template window displays. A visual representation of the folder template displays in this window. ClosedShow me an example. Expand and collapse arrows display next to folders that contain subfolders. You can click these arrows to display or hide the template folder levels.

  5. Enter a name for the copied template.
  6. Do any of the following as needed to modify the copied folder template:
    • ClosedChange the order of folders in the template. You can change the order of a child folder relative to other child folders in the same parent folder. You cannot move a child folder to a different level of the hierarchy or to a different parent folder.
      1. Click the folder that you want to move.
      2. Click the Move Up or Move Down buttons as needed to move the folder to its new location.
    • ClosedAdd a new folder.
      1. Click the template folder that will be the parent folder for the folder you want to create.

        Note: You can create up to three levels of sub-folders within the template root folder.

      2. Click New folder.
      3. Enter a name for the new folder.
      4. Click OK.
    • ClosedRename an existing folder.
      1. Click the folder that you want to rename.
      2. Click Rename folder.
      3. Enter the new folder name.
      4. Click OK.
    • ClosedDelete a folder.
      1. Click the folder that you want to delete.
      2. Click Delete folder.
      3. Click OK.
  7. Click Save.