Summary
Learn how to add a new folder to the Library and control who can access it.
Library folders are used to organise templates within the Library. They help keep reports, letters, emails, and SMS templates structured and easy to find.
Folders can be shared across the organisation or kept personal, depending on how templates need to be accessed and managed.
To create a folder:
- Open the relevant Library
- Click the plus (+) icon
- Enter a name for the folder
- Select whether it is a Company Folder (visible to all) or a Personal Folder (visible only to you)
- Click Save
The folder is added immediately to the selected Library.
Articles in this section
- Add a new library folder
- Add consultant signatures to Library letters
- Create a Library Template
- Copy a Library template
- Copy a template to a different template context
- Manage images and PDFs in templates and emails
- Manage related contacts when sending library letters
- Manage temporary text fields in library templates
- Remove headers and footers from library printouts
- Understand how merge fields work in Library templates