Folder template field reference

This article describes the fields and options available when creating or editing a folder template.

Field	Description
a. Template name	The name you’ll see when selecting the template.
b. Upload documents / Upload folder / Create folder	Upload documents: add individual files to the selected folder. Upload folder: upload an entire folder at once (see folder uploads ). Create folder: add a new top-level folder to the template structure.
c. Folder structure	The folder layout included in the template. Three top-level folders are provided by default: Client uploaded documents, Firm docs shared with client, and Private. Use the three-dot menu next to any folder to add a subfolder (New folder), rename or change the access level (Edit), or remove it (Delete).
d. Access level	Controls client visibility for each top-level folder, shown as an icon next to the folder name. Options: Client can view and edit (clients can upload and manage documents), Client can view (read-only for clients), Private (firm only). More on access levels .
e. Save & exit / Save / Cancel	Click Save & exit to save the template and return to the list, Save to keep your changes and continue editing, or Cancel to discard changes.

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