User Role: Managers
Folder Templates are created when a folder structure is repeated. Many clients use it on an annual or quarterly basis.
- Go to Edi Home Page > Settings
- Click on Folder Templates > Click New Template
- Write desired template name > Click Create
- Click on Add Folder to add structure to your template
- Write folder name > click Create
- Repeat Steps 4 & 5 until reaching the desired structure.
- You’re all set! Now you can go assign this template to your desired workspace structure.