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How Do I Create Templates?
How Do I Create Templates?
Curtis Fred Nash avatar
Written by Curtis Fred Nash
Updated over a week ago

Templates are an exceptional feature in Revver that can significantly streamline your workflow and increase efficiency. With Revver's intuitive interface, you can effortlessly create customized folder structures that suit your business requirements with just a simple push of a button.

By utilizing templates, you can save time and effort that would otherwise be spent manually creating folder structures. Templates provide you with a standardized and consistent way of organizing your files and documents, which can greatly enhance collaboration and communication among team members.

The How-to

To design a template in Revver, follow these steps:

1. Select the 'All Features' tab. Then Select Folder Templates

2. Expand the Template Libraries until you find the library that contains the template you wish to edit. Or you can click 'New Template Library'.

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For this example we will be using the 'User Created' Template Library.

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Once you have Clicked User created (Or the new template library you just created) follow these steps:

1. Click 'New Template'.

2. Name your new template:

3. You can now start designing your new template. Either right click the template name to add a new folder or simply click the folder icon with the '+' sign.

4. You can add predefined document names as well as subfolders as you design your template.

3. Once you have finished designing your template, Revver will automatically save your work. All that is left now is to apply your new template to a location within Revver.

If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours


โ€‹If you have technical difficulties, or encounter errors, please contact our technical service team at: https://www.revverdocs.com/chat

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