Once created, folder templates can be applied to containers (drawers, folders, etc.) to create standardized folders. For information on how to create folder templates see this article.
This article will cover the ways in which you can apply your folder template to your containers.
Access/Permissions Requirements
In order to apply and mass apply templates you will need to have the box checked for 'Create and Modify Structure' under the 'User Permissions' section of your User's settings:
β
This option is selected for you if your user is using any of the user permissions presets:
β
Applying Folder Templates
1. Select a Container and Open the Apply Folder Template Menu
Right click on the drawer or folder you wish to apply a template to.
Select 'Apply Template':
β
2. Select Your Template and Apply
Expand the 'Template Libraries' until you find the template you wish to apply, then select it, and select 'Select':
Once you click on 'Select' the template will begin to be applied. Once it completes you will receive this message 'Template Application Complete':
You may need to refresh to see the new folders added by the template application.
If you wish to apply multiple templates to the same location select the 'Select Multiple' button and add all the templates you want to apply before hitting 'Select'.
Mass Applying Folder Templates
Mass applying a template allows you to add folders and predefined documents en-masse to all of the sub-containers of a container within Revver.
This allows you to add the items from your folder template to all of the drawers of a cabinet or all of the folders of a drawer.
*Please note that mass folder template applications can take some time based on the number of drawers, folders, and the size of your overall database.*
1. Select a Container and Open the Mass Apply Folder Template Menu
Right click on the Cabinet/Drawer containing the drawers/folders you wish to mass apply the template to.
Select 'Mass Apply Folder Template':
2. Select Your Template and Mass Apply
Expand the Template Libraries until you find the template you wish to apply, then select it, and click 'Select':
The template will begin to apply to each drawer contained in the selected cabinet or each of the folders within a drawer if a drawer was selected.
This can take some time depending on the amount of items being applied. When the mass application is complete you should receive the message 'Template Application Complete':
*Please note, If you do not see the template applied to your structure right away after being notified the application is complete, you may have to log out of Revver and log back in. This can happen when dealing with large amounts of subcontainers.*
βNeed Help?
Contact Technical Services
To get in contact with our technical services team for assistance select the chat bubble in the lower right corner. Initially you will connect with our AI bot Fin. If Fin is unable to answer your question please select the talk to a person button below his answer to speak with a member of our technical services department. Fin can also transfer you to a live representative at any time, just ask Fin to "transfer me to a live technician".