ShareFile :: Dynamic Folder Templates

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Dynamic Folder Templates

This tool allows you to create a default set of subfolders that may be added to new or existing folders on your account, to allow for easy folder structure set up when the same subfolders are frequently used. An example of this may be if you have separate folders for specific projects or clients on your account, and information in each folder is always organized into the same subfolder categories. Applying a Folder Template to the folder will automatically create the default subfolders within the selected folder, to make set up easier.

*This feature is not available on all plan levels. Please contact ShareFile Support to have this feature enabled on your account.

Who can use Folder Templates?

To use Folder Templates you must be an employee user with 'Allow this user to edit folder templates' enabled in your permissions in Manage Users. If this is not currently the case, please contact a user with access to allow permissions to have this enabled for you. You must also have access to set up root level folders on the account, or have upload permissions in one or more folders where you can add subfolders.

How do I use Folder Templates?

You can create a new Folder Template by logging in to the account and clicking the Admin link in the top navigation bar, and then clicking Dynamic Folder Templates in the menu to the right of the screen. On the next screen, click Create New Template. You can enter a name for this template, which will allow you to identify the template if you set up more than one on the system. This title will not be displayed in the folder screen itself. You can also enter a description, which will be displayed on the Dynamic Folder Templates page, to help you further identify a specific template if you create more than one on your account. When you are done, click Create Template.

On the next screen, click on the title of your template to highlight it, and then click Add Folder. You can set up as many subfolders as you would like. To create a subfolder of folder in the template, you can click on the name of the folder that will contain the new subfolder, and then click Add Folder. Once that you are done, click Finish.

You can add a Folder Template that you have created to new folders during the creation process. If you click Add Folder on the Home screen or Add Subfolder within a folder screen, a dropdown menu labeled 'Apply Template' will be available, and you can select the template that you would like to include. When you create the folder, the subfolders in the template will automatically be set up inside of the new folder.

You can also use a template to add subfolders to a folder that you have already created. If you click on a folder's name to open it, you can click on the drop down arrow directly to the right of the folder's name, and click Edit Folder Options. If you scroll down this menu, you can mark 'Yes' in the Folder Templates section, and then you may select a template that you have created to apply to this folder, and click Save.