Editing Folder Templates

You can edit existing folder templates using the procedure below. Keep in mind that the changes you make to a folder template apply to all portals that use the template.

For more information about folder templates, see Managing Folder Templates.

Tip: If you need to add or remove a folder in a single portal, the best practice is to copy the existing template or create a new template.

  1. After logging in to your portal, click the Administration tab on the navigation panel.
  2. Select Setup > Manage folder templates.
  3. Select the check box for the folder template you want to edit.
  4. Click Edit Selected. The folder template structure displays in the large box in the center of the window. The Area field displays the area of the portal that the template applies to. If you are a firm administrator, the area will be the Collaboration area. If you are a portal administrator, the area will be the Client area.
  5. ClosedEdit the template as needed.
    • Edit the template name. Enter a new name in the Name field.
    • ClosedChange the order of folders. Folders can be moved to another location in the same level of the hierarchy. They cannot be moved to a different level.
      1. Select the folder you want to move.
      2. Click Move Up or Move Down as needed until the folder is in the correct position.
    • ClosedAdd a new folder.
      1. Select the folder that will hold the new folder.
      2. Click New folder.
      3. Enter a name for the new folder.
      4. Click OK.
    • ClosedRename a folder.
      1. Select the folder you want to rename.
      2. Click Rename folder.
      3. Enter a new name.
      4. Click OK.
    • ClosedDelete a folder. You cannot delete a folder from a template if any of the portals that use the template have files in that folder.
      1. Select the folder you want to delete.
      2. Click Delete folder.
      3. Click OK.
    • ClosedSet default publish folders. You can select the template folders where certain types of files will be published by default. For example, if you created an Invoices folder in your template, you can select for invoices from CCH Axcess Practice to be published to that folder by default.
      1. Click Set as Default Publish Folder.
      2. Select the publish folder for each application.
      3. Click Save.
  6. Click OK.