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Organizing your templates

How do I organize my templates?

You can organize your templates into folders for easy access and filing.

To do this:

  1. Go to Templates.

  2. Select the circled plus sign (+).

  3. Enter the Folder Name.

  4. Select Create.

  5. You can add templates to the folder in two ways: a. Drag and drop the templates into the folder; b. Select the folder icon on a template, choose the folder name from the drop-down menu.

  6. Click Save.

Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.

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