Edit Folder Templates
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Folder templates can be edited at any time. Edited folder templates will not update any pre-existing folder templates that have already been applied to a client(s).
- License: Admin
- Permissions: Practice Management
1. Click Templates on the global navigation bar.
- A new panel will slide in from the left.
2. Choose Folder on the slide-in menu.
3. Click the Edit icon in-line with a created folder template.
- Update any applicable fields in the template.
- Click the Add a Folder icon in-line with an existing folder name to add a new subfolder.
- For more information on adding folders, review the Create Folder template