What's in this Article

• Edit Folder Templates

You can edit folder templates at any time. Edited folder templates do not update any pre-existing folder templates that are already applied to a client(s).

Edit Folder Templates

1. Go to Templates on the global navigation bar and then select Folder.

2. Click the Edit icon in line with a created folder template.

• Update any applicable fields in the template.
• Click the Add a Folder icon in line with an existing folder name to add a new subfolder.
  • For more information on adding folders, review the Create Folder Template article.

3. When finished, click Save changes.