Adding Subfolders to the Document Management Center

Sub-folders can be created to help organize and segregate templates. You can create sub-folders based on the main folder (such as Document Templates) or sub-folders can be placed below other sub-folders. (such as Document Templates > Defaults > Follow-Ups).

1.

Select Go To > Document Templates.

2.

At the Document Management Center, select the User from the drop-down list whose template you are cloning.

3.

In the left pane, right-click on the main folder to which you want to add a subfolder, and then select New Sub-folder from the context menu.

4.

Enter the name of the subfolder and then press the ENTER key, or click anywhere outside the folder.

NOTE: New sub-folders area added below the main folder in alphabetical order.

TIP: You can rename any sub-folder you created by right-clicking the folder and selecting Rename Sub-folder. Default folders cannot be renamed.