Folder template
Document Management
A folder is a tool for organizing documents inside a drawer. Use a folder to group files that share similar characteristics, for example, a vendor drawer includes documents such as purchase orders, invoices, and checks that belong to the vendor. You can create a separate folder to organize and separate the purchase orders, invoices, and checks inside the vendor's drawer.
What is a folder template?
A folder template is a folder or group of folders that can be assigned to a drawer. You can apply a folder template when you create a new drawer. The folders in the folder template are copied to the new drawer, which means that you're ready to save document the moment you add a new drawer.
Folder templates can be applied to a single cabinet or multiple cabinets.
In this section:
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