Configure a Folder Template

User Role: Managers

Folder Templates are created when a folder structure is repeated. Many clients use it on an annual or quarterly basis. 

1. Go to Edi Home Page > Settings
   
   
2. Click on Folder Templates > Click New Template
   
   
   
3. Write desired template name > Click Create
   
   
   
4. Click on Add Folder to add structure to your template
   
   
   
5. Write folder name > click Create
   
   
   
6. Repeat Steps 4 & 5 until reaching the desired structure.
   
   
   
7. You’re all set! Now you can go assign this template to your desired workspace structure.