Folder templates are pre-created folder structures that can be applied across your Revver account to quickly and easily create a uniform folder structure wherever you need it.
Access & Permissions Requirements
To view and manage folder templates, your user will need the 'Template Management' feature enabled.
To apply templates to a location, your user will need 'Edit' permissions on the container you wish to apply a template to:
Before creating a new Folder Template first ensure that you are inside of the template library you want this template to be contained in. Click on the template library to open it, which will display any existing templates it contains, allowing you to create new templates or edit existing ones as necessary.
Creating a Folder Template
To create a new Folder Template, click on the 'New Template' button at the top right of the page while in a template library.
You will first be prompted to name your new template.
After which you can begin creating and configuring the template to your needs.
Designing Your Template
Once named and created, your new folder template will be displayed on screen.
Designing your template begins at the top level of your template, represented by the name of your template accompanied by a template icon.
To begin designing its structure, right-click it with your mouse and you will be presented with a drop down list of items you can add to your template.
The options are as follows:
New Folder: This creates a new folder inside of your Folder Template.
Upload: This will allow you to upload a file to your Folder Template that will be applied to any location you apply this template to.
Apply Template: This is a powerful option that allows you to copy other folder templtes on your account. Applying another Folder Template to any container in your new template will copy its structure completely, including any files that were uploaded to it.
Rename: This renames the item you have right clicked. If it is the top-level template structure, this allows you to rename the template itself.
Predefined Documents
The following option is only available on a folder within the template, and not the top-level template structure:
Add Predefined Document: This is a predefined document name that can be used to quickly rename documents stored in a location created by the application of this template.
All changes you make to your folder template are saved automatically.
Need Help?
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